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 | $210,032 | $109,881+91.1% | $150,045+40.0% | $84,808+147.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $11,145 | $3,561+213.0% | $4,693+137.5% | $2,631+323.6% |
| Participant deferral / active EE | $14,771 | $6,636+122.6% | $7,997+84.7% | $4,212+250.7% |
| Admin fee / account holder | $22,245 | $8,568+159.6% | $13,435+65.6% | $7,344+202.9% |