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 | $198,334 | $89,753+121.0% | $107,525+84.5% | $84,808+133.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,658 | $3,113+49.6% | $3,754+24.1% | $2,631+77.0% |
| Participant deferral / active EE | $14,287 | $4,056+252.2% | $5,116+179.3% | $4,212+239.2% |
| Admin fee / account holder | $10,908 | $7,222+51.0% | $8,919+22.3% | $7,344+48.5% |