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 | $249,958 | $76,552+226.5% | $123,892+101.8% | $62,891+297.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,844 | $2,883+68.1% | $4,617+4.9% | $2,281+112.4% |
| Participant deferral / active EE | $7,612 | $4,840+57.3% | $5,984+27.2% | $3,203+137.7% |
| Admin fee / account holder | $592 | $4,826-87.7% | $8,357-92.9% | $4,296-86.2% |