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 | $240,495 | $93,571+157.0% | $135,903+77.0% | $75,163+220.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.27% | 30.90%-15.6pp | 68.23%-53.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $7,137 | $3,537+101.8% | $4,856+47.0% | $2,670+167.3% |
| Participant deferral / active EE | $8,902 | $6,404+39.0% | $7,758+14.7% | $4,125+115.8% |
| Admin fee / account holder | $8,206 | $6,975+17.6% | $10,762-23.7% | $5,651+45.2% |