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 | $184,286 | $98,750+86.6% | $149,696+23.1% | $79,858+130.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.23% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $11,547 | $3,216+259.0% | $4,644+148.6% | $2,471+367.3% |
| Participant deferral / active EE | $9,034 | $5,680+59.1% | $6,842+32.0% | $3,740+141.6% |
| Admin fee / account holder | $12,142 | $6,053+100.6% | $9,309+30.4% | $5,306+128.8% |