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 | $243,510 | $89,753+171.3% | $107,525+126.5% | $84,808+187.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.10% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $8,576 | $3,113+175.4% | $3,754+128.5% | $2,631+226.0% |
| Participant deferral / active EE | $6,858 | $4,056+69.1% | $5,116+34.1% | $4,212+62.8% |
| Admin fee / account holder | $4,207 | $7,222-41.7% | $8,919-52.8% | $7,344-42.7% |