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 | $214,138 | $105,931+102.1% | $81,930+161.4% | $158,922+34.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.26% | 38.17%-29.9pp | 29.49%-21.2pp | 302.83%-294.6pp |
| Employer contribution / active EE | $5,610 | $7,800-28.1% | $4,310+30.2% | $4,761+17.8% |
| Participant deferral / active EE | $6,788 | $13,003-47.8% | $7,107-4.5% | $5,982+13.5% |
| Admin fee / account holder | $3,512 | $8,489-58.6% | $5,158-31.9% | $11,246-68.8% |