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 | $227,987 | $80,717+182.5% | $154,803+47.3% | $84,808+168.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.80% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,914 | $2,761+114.2% | $4,305+37.3% | $2,631+124.8% |
| Participant deferral / active EE | $5,175 | $3,303+56.7% | $5,540-6.6% | $4,212+22.9% |
| Admin fee / account holder | $15,655 | $6,746+132.1% | $14,329+9.3% | $7,344+113.2% |