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 | $221,146 | $131,893+67.7% | $303,047-27.0% | $116,875+89.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 87.1%+12.9pp | 74.5%+25.5pp |
| Annual return | 21.64% | 15.41%+6.2pp | 2.47%+19.2pp | 16.29%+5.3pp |
| Employer contribution / active EE | $6,836 | $3,467+97.2% | $7,418-7.8% | $3,288+107.9% |
| Participant deferral / active EE | $6,632 | $4,183+58.5% | $5,070+30.8% | $3,885+70.7% |
| Admin fee / account holder | $24,508 | $14,721+66.5% | $39,333-37.7% | $12,263+99.9% |