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 7-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 | $208,326 | $95,266+118.7% | $82,389+152.9% | $142,382+46.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.82% | 25.74%-6.9pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $20,761 | $2,991+594.1% | $2,517+724.8% | $4,299+382.9% |
| Participant deferral / active EE | $11,107 | $4,809+131.0% | $4,155+167.3% | $6,507+70.7% |
| Admin fee / account holder | $24,344 | $8,563+184.3% | $7,231+236.7% | $12,624+92.8% |