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 | $204,645 | $80,717+153.5% | $154,803+32.2% | $84,808+141.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,883 | $2,761+149.3% | $4,305+59.9% | $2,631+161.6% |
| Participant deferral / active EE | $5,102 | $3,303+54.5% | $5,540-7.9% | $4,212+21.1% |
| Admin fee / account holder | $5,696 | $6,746-15.6% | $14,329-60.2% | $7,344-22.4% |