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 | $228,615 | $93,571+144.3% | $135,903+68.2% | $75,163+204.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.41% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $7,523 | $3,537+112.7% | $4,856+54.9% | $2,670+181.8% |
| Participant deferral / active EE | $8,780 | $6,404+37.1% | $7,758+13.2% | $4,125+112.8% |
| Admin fee / account holder | $18,804 | $6,975+169.6% | $10,762+74.7% | $5,651+232.8% |