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 | $218,319 | $80,717+170.5% | $154,803+41.0% | $84,808+157.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.10% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $10,504 | $2,761+280.4% | $4,305+144.0% | $2,631+299.3% |
| Participant deferral / active EE | $7,731 | $3,303+134.0% | $5,540+39.5% | $4,212+83.6% |
| Admin fee / account holder | $5,281 | $6,746-21.7% | $14,329-63.1% | $7,344-28.1% |