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 | $203,994 | $78,672+159.3% | $109,143+86.9% | $85,850+137.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 25.62% | 25.09%+0.5pp | 25.75%-0.1pp | 318.53%-292.9pp |
| Employer contribution / active EE | $6,656 | $2,735+143.4% | $3,722+78.8% | $2,565+159.5% |
| Participant deferral / active EE | $6,236 | $3,467+79.9% | $4,653+34.0% | $3,952+57.8% |
| Admin fee / account holder | $14,761 | $5,469+169.9% | $6,752+118.6% | $6,260+135.8% |