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 | $230,058 | $104,974+119.2% | $95,585+140.7% | $142,382+61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 210.33%-194.6pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,241 | $2,779+16.6% | $2,527+28.3% | $4,299-24.6% |
| Participant deferral / active EE | $6,132 | $4,352+40.9% | $4,023+52.4% | $6,507-5.8% |
| Admin fee / account holder | $16,158 | $6,386+153.0% | $6,127+163.7% | $12,624+28.0% |