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 | $184,870 | $98,750+87.2% | $149,696+23.5% | $79,858+131.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.96% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $9,892 | $3,216+207.6% | $4,644+113.0% | $2,471+300.4% |
| Participant deferral / active EE | $8,513 | $5,680+49.9% | $6,842+24.4% | $3,740+127.6% |
| Admin fee / account holder | $14,011 | $6,053+131.5% | $9,309+50.5% | $5,306+164.1% |