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 | $221,167 | $80,717+174.0% | $154,803+42.9% | $84,808+160.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,937 | $2,761+115.0% | $4,305+37.9% | $2,631+125.7% |
| Participant deferral / active EE | $6,311 | $3,303+91.1% | $5,540+13.9% | $4,212+49.9% |
| Admin fee / account holder | $3,095 | $6,746-54.1% | $14,329-78.4% | $7,344-57.9% |