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 | $222,022 | $65,365+239.7% | $92,893+139.0% | $72,985+204.2% |
| Participation rate | 79.7% | 68.3%+11.4pp | 76.0%+3.7pp | 69.5%+10.2pp |
| Annual return | 22.43% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,500 | $2,594+112.0% | $3,653+50.6% | $2,440+125.4% |
| Participant deferral / active EE | $11,375 | $3,128+263.6% | $4,236+168.5% | $3,607+215.3% |
| Admin fee / account holder | $4,812 | $4,251+13.2% | $5,794-16.9% | $5,124-6.1% |