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 | $190,339 | $107,452+77.1% | $91,541+107.9% | $142,382+33.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.24% | 22.06%-6.8pp | 20.50%-5.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $810 | $2,994-73.0% | $2,505-67.7% | $4,299-81.2% |
| Participant deferral / active EE | $3,389 | $4,754-28.7% | $4,008-15.4% | $6,507-47.9% |
| Admin fee / account holder | $15,684 | $8,834+77.5% | $6,956+125.5% | $12,624+24.2% |