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 | $176,125 | $85,202+106.7% | $172,739+2.0% | $72,985+141.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.35% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $7,551 | $3,324+127.2% | $5,143+46.8% | $2,440+209.5% |
| Participant deferral / active EE | $6,306 | $3,260+93.4% | $5,198+21.3% | $3,607+74.8% |
| Admin fee / account holder | $2,714 | $5,884-53.9% | $13,954-80.6% | $5,124-47.0% |