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 | $218,925 | $109,413+100.1% | $156,263+40.1% | $84,808+158.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.96% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $7,128 | $2,907+145.2% | $4,333+64.5% | $2,631+170.9% |
| Participant deferral / active EE | $9,332 | $4,590+103.3% | $6,158+51.5% | $4,212+121.6% |
| Admin fee / account holder | $5,122 | $9,357-45.3% | $14,255-64.1% | $7,344-30.3% |