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 | $215,666 | $54,705+294.2% | $71,209+202.9% | $84,808+154.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.56% | 35.90%-21.3pp | 282.51%-268.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,689 | $2,158+163.6% | $2,721+109.1% | $2,631+116.2% |
| Participant deferral / active EE | $9,846 | $3,030+224.9% | $4,175+135.8% | $4,212+133.8% |
| Admin fee / account holder | $45,428 | $4,863+834.1% | $5,349+749.3% | $7,344+518.6% |