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 | $211,716 | $93,170+127.2% | $100,534+110.6% | $84,808+149.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 18.98% | 47.13%-28.2pp | 32.66%-13.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $11,591 | $3,985+190.9% | $4,346+166.7% | $2,631+340.5% |
| Participant deferral / active EE | $7,176 | $5,699+25.9% | $6,144+16.8% | $4,212+70.4% |
| Admin fee / account holder | $676 | $7,382-90.8% | $7,654-91.2% | $7,344-90.8% |