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 | $192,475 | $93,571+105.7% | $135,903+41.6% | $75,163+156.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.76% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $6,252 | $3,537+76.8% | $4,856+28.7% | $2,670+134.2% |
| Participant deferral / active EE | $5,503 | $6,404-14.1% | $7,758-29.1% | $4,125+33.4% |
| Admin fee / account holder | $3,817 | $6,975-45.3% | $10,762-64.5% | $5,651-32.5% |