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 | $217,908 | $91,190+139.0% | $178,490+22.1% | $79,858+172.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.37% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $21,860 | $3,256+571.4% | $5,011+336.3% | $2,471+784.7% |
| Participant deferral / active EE | $15,091 | $3,236+366.3% | $5,202+190.1% | $3,740+303.5% |
| Admin fee / account holder | $51,604 | $6,751+664.4% | $13,984+269.0% | $5,306+872.5% |