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 | $246,175 | $76,000+223.9% | $154,107+59.7% | $64,186+283.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 13.99% | 30.32%-16.3pp | 735.12%-721.1pp | 7.63%+6.4pp |
| Employer contribution / active EE | $17,091 | $3,351+410.1% | $5,298+222.6% | $2,381+617.9% |
| Participant deferral / active EE | $9,791 | $3,175+208.4% | $5,081+92.7% | $3,470+182.2% |
| Admin fee / account holder | $2,642 | $5,596-52.8% | $13,411-80.3% | $4,888-45.9% |