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 | $238,494 | $109,881+117.0% | $150,045+58.9% | $84,808+181.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.57% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $12,355 | $3,561+246.9% | $4,693+163.2% | $2,631+369.6% |
| Participant deferral / active EE | $12,564 | $6,636+89.3% | $7,997+57.1% | $4,212+198.3% |
| Admin fee / account holder | $320 | $8,568-96.3% | $13,435-97.6% | $7,344-95.6% |