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 | $207,696 | $77,813+166.9% | $123,544+68.1% | $64,186+223.6% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | 5.16% | 12.48%-7.3pp | 119.20%-114.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $12,697 | $3,014+321.3% | $4,628+174.4% | $2,381+433.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,398 | $5,519-2.2% | $9,284-41.9% | $4,888+10.4% |