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 | $202,692 | $93,571+116.6% | $135,903+49.1% | $75,163+169.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.96% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,484 | $3,537+26.8% | $4,856-7.7% | $2,670+67.9% |
| Participant deferral / active EE | $11,954 | $6,404+86.7% | $7,758+54.1% | $4,125+189.8% |
| Admin fee / account holder | $34,170 | $6,975+389.9% | $10,762+217.5% | $5,651+504.7% |