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 | $210,185 | $70,475+198.2% | $100,516+109.1% | $79,858+163.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 12.78% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,585 | $2,165+158.0% | $3,418+63.4% | $2,471+126.0% |
| Participant deferral / active EE | $11,154 | $5,181+115.3% | $6,270+77.9% | $3,740+198.2% |
| Admin fee / account holder | $7,203 | $4,478+60.8% | $8,081-10.9% | $5,306+35.7% |