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 | $204,542 | $64,839+215.5% | $95,585+114.0% | $84,808+141.2% |
| Participation rate | 82.3% | 63.8%+18.5pp | 72.1%+10.2pp | 68.3%+14.0pp |
| Annual return | 14.28% | -670.96%+685.2pp | 38.56%-24.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,906 | $1,759+235.8% | $2,527+133.8% | $2,631+124.5% |
| Participant deferral / active EE | $6,503 | $2,965+119.3% | $4,023+61.7% | $4,212+54.4% |
| Admin fee / account holder | $38,665 | $5,964+548.3% | $6,127+531.0% | $7,344+426.5% |