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 | $227,611 | $80,717+182.0% | $154,803+47.0% | $84,808+168.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.71% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $10,493 | $2,761+280.0% | $4,305+143.7% | $2,631+298.8% |
| Participant deferral / active EE | $6,151 | $3,303+86.2% | $5,540+11.0% | $4,212+46.1% |
| Admin fee / account holder | $1,055 | $6,746-84.4% | $14,329-92.6% | $7,344-85.6% |