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 | $217,219 | $65,041+234.0% | $90,951+138.8% | $79,858+172.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.57% | 30.45%-13.9pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,768 | $1,247+41.7% | $2,122-16.7% | $2,471-28.5% |
| Participant deferral / active EE | $6,148 | $2,512+144.8% | $3,373+82.3% | $3,740+64.4% |
| Admin fee / account holder | $1,565 | $4,536-65.5% | $5,959-73.7% | $5,306-70.5% |