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 | $226,219 | $90,348+150.4% | $75,972+197.8% | $145,922+55.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.48% | 620.88%-612.4pp | 359.55%-351.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,915 | $3,311-12.0% | $2,685+8.6% | $4,660-37.4% |
| Participant deferral / active EE | $6,764 | $5,162+31.1% | $4,255+59.0% | $6,688+1.1% |
| Admin fee / account holder | $1,186 | $8,467-86.0% | $6,467-81.7% | $13,397-91.1% |