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 | $204,595 | $89,355+129.0% | $141,162+44.9% | $72,985+180.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.52% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $10,189 | $3,114+227.2% | $4,735+115.2% | $2,440+317.6% |
| Participant deferral / active EE | $3,693 | $5,418-31.8% | $6,709-45.0% | $3,607+2.4% |
| Admin fee / account holder | $4,281 | $5,958-28.1% | $10,261-58.3% | $5,124-16.5% |