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 | $218,516 | $80,717+170.7% | $154,803+41.2% | $84,808+157.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.01% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,757 | $2,761+217.1% | $4,305+103.4% | $2,631+232.9% |
| Participant deferral / active EE | $8,519 | $3,303+157.9% | $5,540+53.8% | $4,212+102.3% |
| Admin fee / account holder | $7,488 | $6,746+11.0% | $14,329-47.7% | $7,344+2.0% |