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 | $235,397 | $72,012+226.9% | $185,823+26.7% | $79,858+194.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.30% | 23.12%-9.8pp | 35.95%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $12,288 | $1,965+525.5% | $4,087+200.6% | $2,471+397.3% |
| Participant deferral / active EE | $8,285 | $3,779+119.3% | $5,632+47.1% | $3,740+121.5% |
| Admin fee / account holder | $21,876 | $4,513+384.8% | $9,500+130.3% | $5,306+312.3% |