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 | $175,339 | $26,194+569.4% | - | $79,858+119.6% |
| Participation rate | 100.0% | 49.4%+50.6pp | - | 69.6%+30.4pp |
| Annual return | 15.73% | 42.01%-26.3pp | - | 31.71%-16.0pp |
| Employer contribution / active EE | $9,604 | $1,555+517.5% | - | $2,471+288.7% |
| Participant deferral / active EE | $0 | $1,743-100.0% | - | $3,740-100.0% |
| Admin fee / account holder | $25,096 | $2,148+1068.6% | - | $5,306+372.9% |