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 | $230,952 | $140,588+64.3% | $123,104+87.6% | $125,391+84.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.97% | 16.80%-13.8pp | 13.22%-10.2pp | 282.22%-279.3pp |
| Employer contribution / active EE | $17,000 | $6,041+181.4% | $5,151+230.0% | $4,866+249.4% |
| Participant deferral / active EE | $4,931 | $6,980-29.4% | $6,230-20.9% | $5,352-7.9% |
| Admin fee / account holder | $45,010 | $11,198+302.0% | $9,015+399.3% | $9,540+371.8% |