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 | $188,368 | $68,547+174.8% | $120,354+56.5% | $80,856+133.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 11.63% | 23.60%-12.0pp | 107.15%-95.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $8,754 | $2,051+326.8% | $3,463+152.8% | $2,755+217.8% |
| Participant deferral / active EE | $7,071 | $3,173+122.8% | $4,991+41.7% | $4,296+64.6% |
| Admin fee / account holder | $3,969 | $5,732-30.8% | $9,423-57.9% | $6,918-42.6% |