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 | $191,718 | $80,717+137.5% | $154,803+23.8% | $84,808+126.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.23% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $10,167 | $2,761+268.2% | $4,305+136.1% | $2,631+286.4% |
| Participant deferral / active EE | $5,667 | $3,303+71.6% | $5,540+2.3% | $4,212+34.6% |
| Admin fee / account holder | $2,260 | $6,746-66.5% | $14,329-84.2% | $7,344-69.2% |