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 | $227,544 | $86,929+161.8% | $102,423+122.2% | $80,856+181.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.42% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,729 | $2,369+141.8% | $3,023+89.5% | $2,755+108.0% |
| Participant deferral / active EE | $7,560 | $4,118+83.6% | $5,053+49.6% | $4,296+76.0% |
| Admin fee / account holder | $1,661 | $8,049-79.4% | $9,451-82.4% | $6,918-76.0% |