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 | $247,358 | $84,233+193.7% | $170,442+45.1% | $70,131+252.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.38% | 23.06%-9.7pp | 205.93%-192.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $8,502 | $3,387+151.0% | $5,433+56.5% | $2,342+262.9% |
| Participant deferral / active EE | $5,637 | $3,086+82.7% | $4,939+14.1% | $3,332+69.2% |
| Admin fee / account holder | $7,516 | $5,698+31.9% | $13,880-45.9% | $4,645+61.8% |