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 | $198,628 | $102,616+93.6% | $81,983+142.3% | $158,922+25.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.52% | 61.04%-48.5pp | 41.31%-28.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,698 | $3,240+45.0% | $2,498+88.1% | $4,761-1.3% |
| Participant deferral / active EE | $11,359 | $4,648+144.4% | $3,722+205.2% | $5,982+89.9% |
| Admin fee / account holder | $15,480 | $8,235+88.0% | $5,664+173.3% | $11,246+37.6% |