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 | $202,433 | $81,248+149.2% | $155,509+30.2% | $80,856+150.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.55% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $7,885 | $3,100+154.3% | $4,672+68.8% | $2,755+186.2% |
| Participant deferral / active EE | $5,309 | $3,452+53.8% | $5,626-5.6% | $4,296+23.6% |
| Admin fee / account holder | $2,966 | $7,997-62.9% | $15,912-81.4% | $6,918-57.1% |