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 | $237,203 | $152,460+55.6% | $118,746+99.8% | $147,584+60.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 11.84% | 17.41%-5.6pp | 24.54%-12.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $11,792 | $5,046+133.7% | $4,193+181.3% | $4,876+141.8% |
| Participant deferral / active EE | $10,049 | $6,212+61.8% | $5,332+88.5% | $5,439+84.8% |
| Admin fee / account holder | $14,071 | $16,953-17.0% | $10,720+31.3% | $10,885+29.3% |