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 7-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 | $235,928 | $68,719+243.3% | $91,541+157.7% | $84,808+178.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.34% | 19.12%-5.8pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,776 | $1,920+200.9% | $2,505+130.6% | $2,631+119.5% |
| Participant deferral / active EE | $13,155 | $3,136+319.5% | $4,008+228.2% | $4,212+212.4% |
| Admin fee / account holder | $32,845 | $5,786+467.6% | $6,956+372.2% | $7,344+347.3% |