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 | $198,940 | $96,484+106.2% | $75,886+162.2% | $152,861+30.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.04% | 33.98%-13.9pp | 30.76%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $16,880 | $3,309+410.1% | $2,500+575.1% | $4,762+254.5% |
| Participant deferral / active EE | $15,243 | $4,553+234.8% | $3,603+323.1% | $5,850+160.6% |
| Admin fee / account holder | $2,136 | $8,078-73.6% | $5,418-60.6% | $11,596-81.6% |