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 | $227,529 | $80,673+182.0% | $101,326+124.6% | $84,808+168.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.92% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,183 | $2,698+166.2% | $3,665+96.0% | $2,631+173.0% |
| Participant deferral / active EE | $7,739 | $6,840+13.1% | $7,994-3.2% | $4,212+83.8% |
| Admin fee / account holder | $20,504 | $12,784+60.4% | $11,185+83.3% | $7,344+179.2% |