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 | $211,754 | $95,266+122.3% | $82,389+157.0% | $142,382+48.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.01% | 25.74%-11.7pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,262 | $2,991+109.4% | $2,517+148.8% | $4,299+45.7% |
| Participant deferral / active EE | $9,973 | $4,809+107.4% | $4,155+140.0% | $6,507+53.3% |
| Admin fee / account holder | $3,329 | $8,563-61.1% | $7,231-54.0% | $12,624-73.6% |