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 | $182,199 | $86,929+109.6% | $102,423+77.9% | $80,856+125.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.89% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $13,735 | $2,369+479.7% | $3,023+354.3% | $2,755+398.6% |
| Participant deferral / active EE | $11,654 | $4,118+183.0% | $5,053+130.6% | $4,296+171.3% |
| Admin fee / account holder | $14,863 | $8,049+84.7% | $9,451+57.3% | $6,918+114.8% |