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 | $197,402 | $57,281+244.6% | $86,612+127.9% | $75,163+162.6% |
| Participation rate | 88.6% | 63.2%+25.4pp | 71.7%+16.9pp | 67.2%+21.4pp |
| Annual return | 15.78% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,266 | $2,314+170.7% | $3,022+107.3% | $2,670+134.7% |
| Participant deferral / active EE | $9,727 | $3,318+193.2% | $4,438+119.2% | $4,125+135.8% |
| Admin fee / account holder | $1,599 | $4,112-61.1% | $5,614-71.5% | $5,651-71.7% |