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 | $229,227 | $80,717+184.0% | $154,803+48.1% | $84,808+170.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.69% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,324 | $2,761+165.2% | $4,305+70.1% | $2,631+178.4% |
| Participant deferral / active EE | $7,195 | $3,303+117.8% | $5,540+29.9% | $4,212+70.8% |
| Admin fee / account holder | $8,804 | $6,746+30.5% | $14,329-38.6% | $7,344+19.9% |