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 | $186,262 | $98,750+88.6% | $149,696+24.4% | $79,858+133.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.79% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $11,374 | $3,216+253.6% | $4,644+144.9% | $2,471+360.3% |
| Participant deferral / active EE | $10,941 | $5,680+92.6% | $6,842+59.9% | $3,740+192.5% |
| Admin fee / account holder | $5,908 | $6,053-2.4% | $9,309-36.5% | $5,306+11.3% |