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 | $194,029 | $81,248+138.8% | $155,509+24.8% | $80,856+140.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 48.68% | 33.31%+15.4pp | 64.67%-16.0pp | 35.59%+13.1pp |
| Employer contribution / active EE | $9,003 | $3,100+190.4% | $4,672+92.7% | $2,755+226.8% |
| Participant deferral / active EE | $5,251 | $3,452+52.1% | $5,626-6.7% | $4,296+22.2% |
| Admin fee / account holder | $24,050 | $7,997+200.7% | $15,912+51.1% | $6,918+247.6% |