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 | $212,932 | $54,705+289.2% | $71,209+199.0% | $84,808+151.1% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 14.95% | 35.90%-20.9pp | 282.51%-267.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,818 | $2,158+262.3% | $2,721+187.3% | $2,631+197.1% |
| Participant deferral / active EE | $5,374 | $3,030+77.3% | $4,175+28.7% | $4,212+27.6% |
| Admin fee / account holder | $24,194 | $4,863+397.5% | $5,349+352.3% | $7,344+229.5% |