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 | $204,561 | $80,717+153.4% | $154,803+32.1% | $84,808+141.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.52% | 37.96%-18.4pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $12,781 | $2,761+362.9% | $4,305+196.9% | $2,631+385.8% |
| Participant deferral / active EE | $13,390 | $3,303+305.4% | $5,540+141.7% | $4,212+217.9% |
| Admin fee / account holder | $8,403 | $6,746+24.6% | $14,329-41.4% | $7,344+14.4% |