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 | $237,404 | $63,355+274.7% | $91,989+158.1% | $72,985+225.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.46% | 35.35%-12.9pp | 69.02%-46.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,590 | $2,116+69.7% | $3,452+4.0% | $2,440+47.1% |
| Participant deferral / active EE | $8,127 | $4,883+66.4% | $5,923+37.2% | $3,607+125.3% |
| Admin fee / account holder | $16,238 | $4,668+247.8% | $7,743+109.7% | $5,124+216.9% |