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 | $213,869 | $101,724+110.2% | $164,813+29.8% | $80,856+164.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.48% | 16.72%-3.2pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,418 | $2,953+15.7% | $4,341-21.3% | $2,755+24.1% |
| Participant deferral / active EE | $12,120 | $4,477+170.7% | $6,031+100.9% | $4,296+182.1% |
| Admin fee / account holder | $799 | $8,227-90.3% | $12,690-93.7% | $6,918-88.4% |