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 | $211,493 | $116,175+82.0% | $93,606+125.9% | $152,861+38.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.77% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $6,671 | $3,218+107.3% | $2,718+145.4% | $4,762+40.1% |
| Participant deferral / active EE | $8,280 | $4,603+79.9% | $4,069+103.5% | $5,850+41.5% |
| Admin fee / account holder | $25,828 | $10,748+140.3% | $7,888+227.4% | $11,596+122.7% |