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 | $218,249 | $81,248+168.6% | $155,509+40.3% | $80,856+169.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.16% | 33.31%-13.1pp | 64.67%-44.5pp | 35.59%-15.4pp |
| Employer contribution / active EE | $10,945 | $3,100+253.0% | $4,672+134.2% | $2,755+297.3% |
| Participant deferral / active EE | $4,568 | $3,452+32.4% | $5,626-18.8% | $4,296+6.3% |
| Admin fee / account holder | $2,613 | $7,997-67.3% | $15,912-83.6% | $6,918-62.2% |