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 | $231,657 | $103,376+124.1% | $87,100+166.0% | $152,861+51.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.95% | 28.10%-8.2pp | 28.19%-8.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,648 | $3,220+44.3% | $2,521+84.4% | $4,762-2.4% |
| Participant deferral / active EE | $15,453 | $4,778+223.4% | $4,049+281.7% | $5,850+164.1% |
| Admin fee / account holder | $58,408 | $12,205+378.6% | $7,497+679.1% | $11,596+403.7% |