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 | $220,251 | $91,190+141.5% | $178,490+23.4% | $79,858+175.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.74% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $27,949 | $3,256+758.4% | $5,011+457.8% | $2,471+1031.2% |
| Participant deferral / active EE | $9,579 | $3,236+196.0% | $5,202+84.2% | $3,740+156.1% |
| Admin fee / account holder | $2,651 | $6,751-60.7% | $13,984-81.0% | $5,306-50.0% |