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 | $247,869 | $162,781+52.3% | $133,956+85.0% | $158,922+56.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.95% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $6,371 | $4,975+28.1% | $3,919+62.6% | $4,761+33.8% |
| Participant deferral / active EE | $16,400 | $5,911+177.5% | $5,048+224.9% | $5,982+174.2% |
| Admin fee / account holder | $3,613 | $11,736-69.2% | $8,927-59.5% | $11,246-67.9% |