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 | $221,005 | $101,724+117.3% | $164,813+34.1% | $80,856+173.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.54% | 16.72%+0.8pp | 69.93%-52.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $15,126 | $2,953+412.2% | $4,341+248.5% | $2,755+449.1% |
| Participant deferral / active EE | $2,677 | $4,477-40.2% | $6,031-55.6% | $4,296-37.7% |
| Admin fee / account holder | $1,524 | $8,227-81.5% | $12,690-88.0% | $6,918-78.0% |