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 | $190,802 | $83,477+128.6% | $125,175+52.4% | $72,985+161.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.43% | 25.78%-7.4pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $7,813 | $2,345+233.1% | $3,865+102.1% | $2,440+220.2% |
| Participant deferral / active EE | $4,730 | $3,585+31.9% | $4,937-4.2% | $3,607+31.1% |
| Admin fee / account holder | $2,010 | $5,517-63.6% | $9,702-79.3% | $5,124-60.8% |