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 | $200,236 | $118,450+69.0% | $98,439+103.4% | $139,434+43.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 18.94%-4.0pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,256 | $3,609+156.5% | $3,048+203.7% | $4,751+94.8% |
| Participant deferral / active EE | $8,051 | $5,392+49.3% | $4,738+69.9% | $6,710+20.0% |
| Admin fee / account holder | $887 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |