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 | $230,353 | $93,170+147.2% | $100,534+129.1% | $84,808+171.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 14.47% | 47.13%-32.7pp | 32.66%-18.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,620 | $3,985+91.2% | $4,346+75.3% | $2,631+189.6% |
| Participant deferral / active EE | $3,751 | $5,699-34.2% | $6,144-39.0% | $4,212-10.9% |
| Admin fee / account holder | $9,597 | $7,382+30.0% | $7,654+25.4% | $7,344+30.7% |