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 9-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 | $205,456 | $76,000+170.3% | $154,107+33.3% | $64,186+220.1% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.8pp |
| Annual return | 7.55% | 30.32%-22.8pp | 735.12%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $10,583 | $3,351+215.8% | $5,298+99.8% | $2,381+344.5% |
| Participant deferral / active EE | $8,317 | $3,175+162.0% | $5,081+63.7% | $3,470+139.7% |
| Admin fee / account holder | $7,458 | $5,596+33.3% | $13,411-44.4% | $4,888+52.6% |