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 | $190,637 | $87,013+119.1% | $106,213+79.5% | $80,856+135.8% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.6%+30.6pp |
| Annual return | 23.35% | 17.05%+6.3pp | 116.14%-92.8pp | 35.59%-12.2pp |
| Employer contribution / active EE | $12,097 | $2,395+405.1% | $3,171+281.4% | $2,755+339.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,662 | $8,431-32.8% | $11,033-48.7% | $6,918-18.2% |