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 | $219,988 | $80,717+172.5% | $154,803+42.1% | $84,808+159.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,174 | $2,761+196.0% | $4,305+89.9% | $2,631+210.7% |
| Participant deferral / active EE | $6,837 | $3,303+107.0% | $5,540+23.4% | $4,212+62.3% |
| Admin fee / account holder | $53,663 | $6,746+695.5% | $14,329+274.5% | $7,344+630.7% |