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 | $201,247 | $77,813+158.6% | $123,544+62.9% | $64,186+213.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.60% | 12.48%-1.9pp | 119.20%-108.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,753 | $3,014+24.5% | $4,628-18.9% | $2,381+57.6% |
| Participant deferral / active EE | $6,196 | $5,240+18.2% | $6,426-3.6% | $3,470+78.6% |
| Admin fee / account holder | $6,027 | $5,519+9.2% | $9,284-35.1% | $4,888+23.3% |