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 | $241,207 | $84,233+186.4% | $170,442+41.5% | $70,131+243.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,551 | $3,387+4.8% | $5,433-34.6% | $2,342+51.6% |
| Participant deferral / active EE | $7,260 | $3,086+135.3% | $4,939+47.0% | $3,332+117.9% |
| Admin fee / account holder | $6,683 | $5,698+17.3% | $13,880-51.9% | $4,645+43.9% |