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 | $208,397 | $89,355+133.2% | $141,162+47.6% | $72,985+185.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.76% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $7,959 | $3,114+155.6% | $4,735+68.1% | $2,440+226.2% |
| Participant deferral / active EE | $5,992 | $5,418+10.6% | $6,709-10.7% | $3,607+66.1% |
| Admin fee / account holder | $23,372 | $5,958+292.3% | $10,261+127.8% | $5,124+356.1% |