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 | $226,475 | $81,248+178.7% | $155,509+45.6% | $80,856+180.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $9,050 | $3,100+191.9% | $4,672+93.7% | $2,755+228.5% |
| Participant deferral / active EE | $8,259 | $3,452+139.3% | $5,626+46.8% | $4,296+92.3% |
| Admin fee / account holder | $1,467 | $7,997-81.7% | $15,912-90.8% | $6,918-78.8% |