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 | $249,676 | $109,881+127.2% | $150,045+66.4% | $84,808+194.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,416 | $3,561+24.0% | $4,693-5.9% | $2,631+67.8% |
| Participant deferral / active EE | $10,685 | $6,636+61.0% | $7,997+33.6% | $4,212+153.7% |
| Admin fee / account holder | $4,543 | $8,568-47.0% | $13,435-66.2% | $7,344-38.1% |