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 | $194,578 | $109,413+77.8% | $156,263+24.5% | $84,808+129.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.64% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,549 | $2,907+159.7% | $4,333+74.2% | $2,631+186.9% |
| Participant deferral / active EE | $8,638 | $4,590+88.2% | $6,158+40.3% | $4,212+105.1% |
| Admin fee / account holder | $32,269 | $9,357+244.9% | $14,255+126.4% | $7,344+339.4% |