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 | $197,837 | $84,233+134.9% | $170,442+16.1% | $70,131+182.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.90% | 23.06%-3.2pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,683 | $3,387+67.8% | $5,433+4.6% | $2,342+142.6% |
| Participant deferral / active EE | $6,426 | $3,086+108.2% | $4,939+30.1% | $3,332+92.9% |
| Admin fee / account holder | $1,630 | $5,698-71.4% | $13,880-88.3% | $4,645-64.9% |