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 | $235,747 | $80,717+192.1% | $154,803+52.3% | $84,808+178.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.78% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $12,766 | $2,761+362.3% | $4,305+196.5% | $2,631+385.2% |
| Participant deferral / active EE | $7,267 | $3,303+120.0% | $5,540+31.2% | $4,212+72.5% |
| Admin fee / account holder | $740 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |