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 | $232,954 | $142,405+63.6% | $115,157+102.3% | $152,861+52.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.99% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $8,363 | $4,010+108.6% | $3,179+163.1% | $4,762+75.6% |
| Participant deferral / active EE | $8,333 | $5,164+61.4% | $4,168+99.9% | $5,850+42.4% |
| Admin fee / account holder | $1,443 | $8,462-82.9% | $7,088-79.6% | $11,596-87.6% |