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 | $226,504 | $81,460+178.1% | $103,333+119.2% | $80,856+180.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.30% | 25.55%-5.2pp | 24.88%-4.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $9,722 | $3,105+213.1% | $3,868+151.4% | $2,755+252.9% |
| Participant deferral / active EE | $7,373 | $3,869+90.6% | $5,057+45.8% | $4,296+71.6% |
| Admin fee / account holder | $744 | $6,566-88.7% | $8,355-91.1% | $6,918-89.3% |