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 | $223,780 | $140,940+58.8% | $112,229+99.4% | $139,434+60.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.81% | 32.71%-14.9pp | 30.20%-12.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $27,824 | $4,283+549.6% | $3,430+711.1% | $4,751+485.7% |
| Participant deferral / active EE | $27,093 | $5,874+361.2% | $4,798+464.7% | $6,710+303.8% |
| Admin fee / account holder | $700 | $9,954-93.0% | $7,748-91.0% | $11,403-93.9% |