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 | $219,781 | $77,899+182.1% | $149,673+46.8% | $75,163+192.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.11% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $8,267 | $3,137+163.5% | $4,818+71.6% | $2,670+209.7% |
| Participant deferral / active EE | $4,508 | $3,411+32.2% | $5,680-20.6% | $4,125+9.3% |
| Admin fee / account holder | $3,815 | $5,956-35.9% | $13,210-71.1% | $5,651-32.5% |