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 | $219,364 | $127,264+72.4% | $109,895+99.6% | $167,490+31.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.85% | 22.97%+0.9pp | 29.45%-5.6pp | 478.56%-454.7pp |
| Employer contribution / active EE | $4,510 | $3,322+35.8% | $2,842+58.7% | $4,837-6.8% |
| Participant deferral / active EE | $8,141 | $4,514+80.3% | $4,048+101.1% | $6,341+28.4% |
| Admin fee / account holder | $39,614 | $7,114+456.8% | $6,066+553.1% | $12,309+221.8% |