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 | $237,102 | $77,899+204.4% | $149,673+58.4% | $75,163+215.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.19% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,568 | $3,137+13.7% | $4,818-25.9% | $2,670+33.6% |
| Participant deferral / active EE | $8,627 | $3,411+152.9% | $5,680+51.9% | $4,125+109.1% |
| Admin fee / account holder | $1,053 | $5,956-82.3% | $13,210-92.0% | $5,651-81.4% |