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 | $201,769 | $98,240+105.4% | $82,313+145.1% | $147,584+36.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 30.85%-19.6pp | 25.88%-14.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $8,071 | $3,192+152.9% | $2,428+232.4% | $4,876+65.5% |
| Participant deferral / active EE | $5,098 | $4,383+16.3% | $3,706+37.5% | $5,439-6.3% |
| Admin fee / account holder | $2,168 | $8,563-74.7% | $5,608-61.3% | $10,885-80.1% |