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 | $240,135 | $89,753+167.6% | $107,525+123.3% | $84,808+183.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.05% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,872 | $3,113+120.7% | $3,754+83.1% | $2,631+161.2% |
| Participant deferral / active EE | $13,162 | $4,056+224.5% | $5,116+157.3% | $4,212+212.5% |
| Admin fee / account holder | $2,735 | $7,222-62.1% | $8,919-69.3% | $7,344-62.8% |