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 | $198,058 | $86,929+127.8% | $102,423+93.4% | $80,856+144.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.55% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,580 | $2,369+135.5% | $3,023+84.6% | $2,755+102.6% |
| Participant deferral / active EE | $4,583 | $4,118+11.3% | $5,053-9.3% | $4,296+6.7% |
| Admin fee / account holder | $5,819 | $8,049-27.7% | $9,451-38.4% | $6,918-15.9% |