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 | $249,180 | $96,484+158.3% | $75,886+228.4% | $152,861+63.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.32% | 33.98%-12.7pp | 30.76%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,611 | $3,309+9.1% | $2,500+44.4% | $4,762-24.2% |
| Participant deferral / active EE | $7,823 | $4,553+71.8% | $3,603+117.1% | $5,850+33.7% |
| Admin fee / account holder | $8,147 | $8,078+0.9% | $5,418+50.4% | $11,596-29.7% |