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 | $211,448 | $109,881+92.4% | $150,045+40.9% | $84,808+149.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.31% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,030 | $3,561+41.2% | $4,693+7.2% | $2,631+91.2% |
| Participant deferral / active EE | $11,825 | $6,636+78.2% | $7,997+47.9% | $4,212+180.8% |
| Admin fee / account holder | $24,591 | $8,568+187.0% | $13,435+83.0% | $7,344+234.9% |