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 | $197,640 | $74,888+163.9% | $71,209+177.5% | $142,382+38.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.42% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,827 | $2,854+174.2% | $2,721+187.7% | $4,299+82.1% |
| Participant deferral / active EE | $21,058 | $4,454+372.7% | $4,175+404.4% | $6,507+223.6% |
| Admin fee / account holder | $18,658 | $5,568+235.1% | $5,349+248.8% | $12,624+47.8% |