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 | $228,195 | $96,484+136.5% | $75,886+200.7% | $152,861+49.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.00% | 33.98%-13.0pp | 30.76%-9.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,267 | $3,309+28.9% | $2,500+70.6% | $4,762-10.4% |
| Participant deferral / active EE | $11,203 | $4,553+146.1% | $3,603+210.9% | $5,850+91.5% |
| Admin fee / account holder | $5,654 | $8,078-30.0% | $5,418+4.4% | $11,596-51.2% |