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 | $213,008 | $91,190+133.6% | $178,490+19.3% | $79,858+166.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.32% | 24.19%-12.9pp | 151.07%-139.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $11,882 | $3,256+264.9% | $5,011+137.1% | $2,471+380.9% |
| Participant deferral / active EE | $7,345 | $3,236+127.0% | $5,202+41.2% | $3,740+96.4% |
| Admin fee / account holder | $1,600 | $6,751-76.3% | $13,984-88.6% | $5,306-69.9% |