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 | $208,628 | $85,766+143.3% | $136,294+53.1% | $70,131+197.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.79% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,586 | $2,966+54.6% | $4,695-2.3% | $2,342+95.8% |
| Participant deferral / active EE | $7,209 | $5,051+42.7% | $6,247+15.4% | $3,332+116.4% |
| Admin fee / account holder | $5,460 | $5,420+0.7% | $9,243-40.9% | $4,645+17.5% |