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 | $229,241 | $63,355+261.8% | $91,989+149.2% | $72,985+214.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.59% | 35.35%-8.8pp | 69.02%-42.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $6,886 | $2,116+225.5% | $3,452+99.5% | $2,440+182.2% |
| Participant deferral / active EE | $8,691 | $4,883+78.0% | $5,923+46.7% | $3,607+140.9% |
| Admin fee / account holder | $14,226 | $4,668+204.8% | $7,743+83.7% | $5,124+177.6% |