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 | $204,779 | $56,053+265.3% | $75,972+169.5% | $80,856+153.3% |
| Participation rate | 86.8% | 62.0%+24.8pp | 69.1%+17.8pp | 67.6%+19.2pp |
| Annual return | 10.51% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $7,148 | $1,874+281.4% | $2,685+166.2% | $2,755+159.5% |
| Participant deferral / active EE | $7,045 | $3,052+130.9% | $4,255+65.5% | $4,296+64.0% |
| Admin fee / account holder | $2,064 | $5,234-60.6% | $6,467-68.1% | $6,918-70.2% |