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 | $224,860 | $109,881+104.6% | $150,045+49.9% | $84,808+165.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,144 | $3,561+100.6% | $4,693+52.2% | $2,631+171.5% |
| Participant deferral / active EE | $17,216 | $6,636+159.4% | $7,997+115.3% | $4,212+308.8% |
| Admin fee / account holder | $43,443 | $8,568+407.0% | $13,435+223.4% | $7,344+491.6% |