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 | $211,565 | $98,750+114.2% | $149,696+41.3% | $79,858+164.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.93% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $9,332 | $3,216+190.1% | $4,644+100.9% | $2,471+277.7% |
| Participant deferral / active EE | $11,326 | $5,680+99.4% | $6,842+65.5% | $3,740+202.8% |
| Admin fee / account holder | $28,454 | $6,053+370.1% | $9,309+205.7% | $5,306+436.2% |