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 | $231,817 | $81,248+185.3% | $155,509+49.1% | $80,856+186.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.47% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $13,066 | $3,100+321.5% | $4,672+179.6% | $2,755+374.3% |
| Participant deferral / active EE | $10,457 | $3,452+203.0% | $5,626+85.9% | $4,296+143.4% |
| Admin fee / account holder | $4,501 | $7,997-43.7% | $15,912-71.7% | $6,918-34.9% |