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 | $206,243 | $91,190+126.2% | $178,490+15.5% | $79,858+158.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.79% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $15,041 | $3,256+362.0% | $5,011+200.2% | $2,471+508.8% |
| Participant deferral / active EE | $9,881 | $3,236+205.3% | $5,202+90.0% | $3,740+164.2% |
| Admin fee / account holder | $8,600 | $6,751+27.4% | $13,984-38.5% | $5,306+62.1% |