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 | $207,730 | $85,766+142.2% | $136,294+52.4% | $70,131+196.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 19.19% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,882 | $2,966-2.8% | $4,695-38.6% | $2,342+23.0% |
| Participant deferral / active EE | $8,567 | $5,051+69.6% | $6,247+37.1% | $3,332+157.1% |
| Admin fee / account holder | $17,446 | $5,420+221.9% | $9,243+88.7% | $4,645+275.6% |