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 7-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 | $233,839 | $115,708+102.1% | $65,255+258.3% | $139,434+67.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 18.58% | 31.19%-12.6pp | 47.35%-28.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,240 | $2,599+24.6% | $1,691+91.6% | $4,751-31.8% |
| Participant deferral / active EE | $23,000 | $4,240+442.5% | $2,831+712.5% | $6,710+242.8% |
| Admin fee / account holder | $1,373 | $6,698-79.5% | $4,112-66.6% | $11,403-88.0% |