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 | $204,400 | $99,985+104.4% | $146,665+39.4% | $85,850+138.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.45% | 18.93%-1.5pp | 22.74%-5.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $12,326 | $2,559+381.7% | $4,136+198.0% | $2,565+380.5% |
| Participant deferral / active EE | $5,250 | $4,006+31.1% | $5,506-4.6% | $3,952+32.9% |
| Admin fee / account holder | $4,815 | $7,702-37.5% | $10,280-53.2% | $6,260-23.1% |