See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,569 | $148,978+50.7% | $200,582+12.0% | $84,808+164.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.51% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $7,425 | $4,815+54.2% | $6,419+15.7% | $2,631+182.2% |
| Participant deferral / active EE | $4,382 | $7,142-38.6% | $9,331-53.0% | $4,212+4.0% |
| Admin fee / account holder | $5,952 | $13,977-57.4% | $16,305-63.5% | $7,344-19.0% |