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 | $192,260 | $68,547+180.5% | $120,354+59.7% | $80,856+137.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 17.20% | 23.60%-6.4pp | 107.15%-89.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,234 | $2,051+57.7% | $3,463-6.6% | $2,755+17.4% |
| Participant deferral / active EE | $2,349 | $3,173-26.0% | $4,991-52.9% | $4,296-45.3% |
| Admin fee / account holder | $10,419 | $5,732+81.8% | $9,423+10.6% | $6,918+50.6% |