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 | $220,614 | $89,753+145.8% | $107,525+105.2% | $84,808+160.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,069 | $3,113+159.2% | $3,754+115.0% | $2,631+206.7% |
| Participant deferral / active EE | $13,997 | $4,056+245.1% | $5,116+173.6% | $4,212+232.3% |
| Admin fee / account holder | $4,501 | $7,222-37.7% | $8,919-49.5% | $7,344-38.7% |