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 | $232,625 | $70,428+230.3% | $96,562+140.9% | $85,850+171.0% |
| Participation rate | 94.7% | 61.8%+32.9pp | 69.8%+24.9pp | 69.3%+25.4pp |
| Annual return | 22.95% | 18.59%+4.4pp | 37.78%-14.8pp | 318.53%-295.6pp |
| Employer contribution / active EE | $7,895 | $1,413+458.7% | $2,356+235.0% | $2,565+207.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,167 | $4,997+23.4% | $6,181-0.2% | $6,260-1.5% |