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 | $190,671 | $89,355+113.4% | $141,162+35.1% | $72,985+161.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.51% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $12,641 | $3,114+305.9% | $4,735+167.0% | $2,440+418.1% |
| Participant deferral / active EE | $17,217 | $5,418+217.8% | $6,709+156.6% | $3,607+377.3% |
| Admin fee / account holder | $3,869 | $5,958-35.1% | $10,261-62.3% | $5,124-24.5% |