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 | $215,528 | $80,717+167.0% | $154,803+39.2% | $84,808+154.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.07% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $7,813 | $2,761+182.9% | $4,305+81.5% | $2,631+197.0% |
| Participant deferral / active EE | $5,747 | $3,303+74.0% | $5,540+3.7% | $4,212+36.5% |
| Admin fee / account holder | $1,419 | $6,746-79.0% | $14,329-90.1% | $7,344-80.7% |