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 | $189,427 | $73,933+156.2% | $96,683+95.9% | $75,163+152.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.98% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $6,060 | $2,928+107.0% | $3,737+62.2% | $2,670+127.0% |
| Participant deferral / active EE | $9,597 | $3,659+162.3% | $4,878+96.7% | $4,125+132.6% |
| Admin fee / account holder | $24,747 | $5,216+374.4% | $6,730+267.7% | $5,651+337.9% |