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 | $218,348 | $77,899+180.3% | $149,673+45.9% | $75,163+190.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.09% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $8,228 | $3,137+162.3% | $4,818+70.8% | $2,670+208.2% |
| Participant deferral / active EE | $8,400 | $3,411+146.3% | $5,680+47.9% | $4,125+103.6% |
| Admin fee / account holder | $3,442 | $5,956-42.2% | $13,210-73.9% | $5,651-39.1% |