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 | $229,331 | $68,719+233.7% | $91,541+150.5% | $84,808+170.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.97% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,750 | $1,920+199.5% | $2,505+129.6% | $2,631+118.5% |
| Participant deferral / active EE | $5,552 | $3,136+77.1% | $4,008+38.5% | $4,212+31.8% |
| Admin fee / account holder | $21,220 | $5,786+266.7% | $6,956+205.0% | $7,344+189.0% |