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 | $213,530 | $77,899+174.1% | $149,673+42.7% | $75,163+184.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.65% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,837 | $3,137-41.5% | $4,818-61.9% | $2,670-31.2% |
| Participant deferral / active EE | $4,101 | $3,411+20.2% | $5,680-27.8% | $4,125-0.6% |
| Admin fee / account holder | $8,179 | $5,956+37.3% | $13,210-38.1% | $5,651+44.7% |