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 | $197,959 | $77,899+154.1% | $149,673+32.3% | $75,163+163.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.77% | 31.72%-17.0pp | 134.42%-119.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,507 | $3,137+75.5% | $4,818+14.3% | $2,670+106.3% |
| Participant deferral / active EE | $7,448 | $3,411+118.3% | $5,680+31.1% | $4,125+80.5% |
| Admin fee / account holder | $53,580 | $5,956+799.6% | $13,210+305.6% | $5,651+848.2% |