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 | $248,283 | $85,766+189.5% | $136,294+82.2% | $70,131+254.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,970 | $2,966+33.8% | $4,695-15.5% | $2,342+69.5% |
| Participant deferral / active EE | $6,955 | $5,051+37.7% | $6,247+11.3% | $3,332+108.7% |
| Admin fee / account holder | $21,159 | $5,420+290.3% | $9,243+128.9% | $4,645+355.5% |