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 | $224,982 | $71,050+216.7% | $93,606+140.3% | $80,856+178.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.01% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,197 | $1,564+40.5% | $2,420-9.2% | $2,755-20.3% |
| Participant deferral / active EE | $5,474 | $4,034+35.7% | $4,411+24.1% | $4,296+27.4% |
| Admin fee / account holder | $5,910 | $6,945-14.9% | $8,285-28.7% | $6,918-14.6% |