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 | $232,637 | $81,460+185.6% | $103,333+125.1% | $80,856+187.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.46% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $15,833 | $3,105+409.9% | $3,868+309.4% | $2,755+474.8% |
| Participant deferral / active EE | $5,123 | $3,869+32.4% | $5,057+1.3% | $4,296+19.3% |
| Admin fee / account holder | $36,255 | $6,566+452.1% | $8,355+333.9% | $6,918+424.1% |