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 | $198,873 | $45,073+341.2% | $69,455+186.3% | $72,985+172.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.41% | 22.65%-4.2pp | 28.97%-10.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $5,183 | $2,054+152.4% | $2,779+86.5% | $2,440+112.4% |
| Participant deferral / active EE | $5,187 | $2,602+99.4% | $3,535+46.7% | $3,607+43.8% |
| Admin fee / account holder | $6,681 | $3,056+118.6% | $3,839+74.0% | $5,124+30.4% |