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 | $235,310 | $81,248+189.6% | $155,509+51.3% | $80,856+191.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.64% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $8,150 | $3,100+162.9% | $4,672+74.4% | $2,755+195.8% |
| Participant deferral / active EE | $9,021 | $3,452+161.4% | $5,626+60.3% | $4,296+110.0% |
| Admin fee / account holder | $14,975 | $7,997+87.3% | $15,912-5.9% | $6,918+116.5% |