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 | $228,317 | $80,717+182.9% | $154,803+47.5% | $84,808+169.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $13,934 | $2,761+404.6% | $4,305+223.6% | $2,631+429.6% |
| Participant deferral / active EE | $9,562 | $3,303+189.5% | $5,540+72.6% | $4,212+127.0% |
| Admin fee / account holder | $8,485 | $6,746+25.8% | $14,329-40.8% | $7,344+15.5% |