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 | $246,044 | $109,413+124.9% | $156,263+57.5% | $84,808+190.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 22.74% | 20.18%+2.6pp | 59.47%-36.7pp | 40.90%-18.2pp |
| Employer contribution / active EE | $4,240 | $2,907+45.9% | $4,333-2.1% | $2,631+61.2% |
| Participant deferral / active EE | $9,879 | $4,590+115.2% | $6,158+60.4% | $4,212+134.6% |
| Admin fee / account holder | $59,108 | $9,357+531.7% | $14,255+314.7% | $7,344+704.9% |