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 | $225,798 | $125,758+79.5% | $169,993+32.8% | $75,163+200.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.58% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $8,484 | $4,615+83.8% | $6,785+25.0% | $2,670+217.8% |
| Participant deferral / active EE | $10,329 | $6,837+51.1% | $10,408-0.8% | $4,125+150.4% |
| Admin fee / account holder | $7,000 | $8,173-14.4% | $12,815-45.4% | $5,651+23.9% |