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 | $234,685 | $81,248+188.8% | $155,509+50.9% | $80,856+190.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.77% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,393 | $3,100-22.8% | $4,672-48.8% | $2,755-13.1% |
| Participant deferral / active EE | $6,126 | $3,452+77.5% | $5,626+8.9% | $4,296+42.6% |
| Admin fee / account holder | $1,799 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |