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 | $222,070 | $90,503+145.4% | $78,689+182.2% | $273,961-18.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $10,825 | $3,176+240.9% | $2,851+279.7% | $4,869+122.3% |
| Participant deferral / active EE | $10,952 | $3,901+180.7% | $3,517+211.4% | $5,287+107.1% |
| Admin fee / account holder | $1,371 | $5,263-74.0% | $4,510-69.6% | $10,132-86.5% |