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 | $187,231 | $91,552+104.5% | $133,956+39.8% | $79,858+134.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.19% | 61.85%-50.7pp | 45.09%-33.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $13,848 | $2,384+481.0% | $3,919+253.4% | $2,471+460.5% |
| Participant deferral / active EE | $2,515 | $3,733-32.6% | $5,048-50.2% | $3,740-32.7% |
| Admin fee / account holder | $13,978 | $6,321+121.1% | $8,927+56.6% | $5,306+163.4% |