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 | $246,538 | $77,899+216.5% | $149,673+64.7% | $75,163+228.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.90% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $7,171 | $3,137+128.6% | $4,818+48.8% | $2,670+168.6% |
| Participant deferral / active EE | $4,985 | $3,411+46.1% | $5,680-12.2% | $4,125+20.8% |
| Admin fee / account holder | $1,408 | $5,956-76.4% | $13,210-89.3% | $5,651-75.1% |