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 | $226,231 | $109,413+106.8% | $156,263+44.8% | $84,808+166.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.33% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $7,418 | $2,907+155.2% | $4,333+71.2% | $2,631+182.0% |
| Participant deferral / active EE | $10,445 | $4,590+127.6% | $6,158+69.6% | $4,212+148.0% |
| Admin fee / account holder | $8,699 | $9,357-7.0% | $14,255-39.0% | $7,344+18.5% |