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 | $211,266 | $86,929+143.0% | $102,423+106.3% | $80,856+161.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.44% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $15,439 | $2,369+551.6% | $3,023+410.6% | $2,755+460.4% |
| Participant deferral / active EE | $8,104 | $4,118+96.8% | $5,053+60.4% | $4,296+88.6% |
| Admin fee / account holder | $7,299 | $8,049-9.3% | $9,451-22.8% | $6,918+5.5% |