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 | $191,163 | $103,376+84.9% | $87,100+119.5% | $152,861+25.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.99% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,843 | $3,220-11.7% | $2,521+12.8% | $4,762-40.3% |
| Participant deferral / active EE | $8,724 | $4,778+82.6% | $4,049+115.5% | $5,850+49.1% |
| Admin fee / account holder | $28,511 | $12,205+133.6% | $7,497+280.3% | $11,596+145.9% |