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 | $227,289 | $99,918+127.5% | $81,382+179.3% | $145,922+55.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 34.32%-20.8pp | 24.73%-11.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,460 | $2,978+83.4% | $2,463+121.7% | $4,660+17.2% |
| Participant deferral / active EE | $18,851 | $4,605+309.4% | $3,883+385.5% | $6,688+181.9% |
| Admin fee / account holder | $6,594 | $8,212-19.7% | $5,768+14.3% | $13,397-50.8% |