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 | $236,580 | $54,705+332.5% | $71,209+232.2% | $84,808+179.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $12,425 | $2,158+475.8% | $2,721+356.6% | $2,631+372.3% |
| Participant deferral / active EE | $18,414 | $3,030+507.7% | $4,175+341.0% | $4,212+337.2% |
| Admin fee / account holder | $23,614 | $4,863+385.5% | $5,349+341.5% | $7,344+221.6% |