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 | $201,947 | $80,717+150.2% | $154,803+30.5% | $84,808+138.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $11,119 | $2,761+302.7% | $4,305+158.2% | $2,631+322.6% |
| Participant deferral / active EE | $6,071 | $3,303+83.8% | $5,540+9.6% | $4,212+44.1% |
| Admin fee / account holder | $4,722 | $6,746-30.0% | $14,329-67.0% | $7,344-35.7% |