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 | $221,507 | $99,032+123.7% | $80,019+176.8% | $135,375+63.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.13% | 15.39%-8.3pp | 11.22%-4.1pp | 519.73%-512.6pp |
| Employer contribution / active EE | $2,991 | $3,043-1.7% | $2,468+21.2% | $4,779-37.4% |
| Participant deferral / active EE | $7,883 | $4,282+84.1% | $3,686+113.9% | $5,609+40.5% |
| Admin fee / account holder | $46,454 | $10,436+345.1% | $6,521+612.4% | $10,827+329.1% |