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 | $240,995 | $115,708+108.3% | $65,255+269.3% | $139,434+72.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 13.09% | 31.19%-18.1pp | 47.35%-34.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $5,417 | $2,599+108.4% | $1,691+220.3% | $4,751+14.0% |
| Participant deferral / active EE | $10,000 | $4,240+135.9% | $2,831+253.2% | $6,710+49.0% |
| Admin fee / account holder | $1,953 | $6,698-70.8% | $4,112-52.5% | $11,403-82.9% |