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 | $198,360 | $95,803+107.0% | $113,168+75.3% | $84,808+133.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.59% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,796 | $2,360+188.0% | $2,975+128.4% | $2,631+158.3% |
| Participant deferral / active EE | $5,781 | $4,242+36.3% | $5,107+13.2% | $4,212+37.3% |
| Admin fee / account holder | $28,014 | $8,989+211.7% | $12,068+132.1% | $7,344+281.5% |