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 | $185,541 | $80,673+130.0% | $101,326+83.1% | $84,808+118.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.01% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,202 | $2,698+18.7% | $3,665-12.6% | $2,631+21.7% |
| Participant deferral / active EE | $13,383 | $6,840+95.7% | $7,994+67.4% | $4,212+217.8% |
| Admin fee / account holder | $36,799 | $12,784+187.8% | $11,185+229.0% | $7,344+401.1% |