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 | $216,213 | $93,571+131.1% | $135,903+59.1% | $75,163+187.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.69% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $8,213 | $3,537+132.2% | $4,856+69.1% | $2,670+207.6% |
| Participant deferral / active EE | $3,387 | $6,404-47.1% | $7,758-56.3% | $4,125-17.9% |
| Admin fee / account holder | $36,981 | $6,975+430.2% | $10,762+243.6% | $5,651+554.4% |