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 | $215,002 | $93,571+129.8% | $135,903+58.2% | $75,163+186.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $9,687 | $3,537+173.9% | $4,856+99.5% | $2,670+262.9% |
| Participant deferral / active EE | $12,503 | $6,404+95.2% | $7,758+61.2% | $4,125+203.1% |
| Admin fee / account holder | $2,202 | $6,975-68.4% | $10,762-79.5% | $5,651-61.0% |