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 | $191,756 | $72,277+165.3% | $101,248+89.4% | $79,858+140.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.58% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $14,400 | $2,692+435.0% | $3,660+293.5% | $2,471+482.8% |
| Participant deferral / active EE | $6,647 | $3,282+102.5% | $4,370+52.1% | $3,740+77.7% |
| Admin fee / account holder | $20,771 | $4,400+372.0% | $5,945+249.4% | $5,306+291.4% |