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 | $229,541 | $64,324+256.8% | $118,925+93.0% | $79,858+187.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 15.24% | 86.45%-71.2pp | 35.88%-20.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $6,932 | $1,836+277.5% | $3,263+112.5% | $2,471+180.6% |
| Participant deferral / active EE | $5,096 | $2,824+80.5% | $4,265+19.5% | $3,740+36.3% |
| Admin fee / account holder | $837 | $4,040-79.3% | $6,581-87.3% | $5,306-84.2% |