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 | $187,736 | $48,046+290.7% | $84,611+121.9% | $72,985+157.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.09% | 37.38%-15.3pp | 258.74%-236.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $10,025 | $1,602+525.9% | $2,652+278.0% | $2,440+310.9% |
| Participant deferral / active EE | $9,809 | $2,680+265.9% | $3,899+151.6% | $3,607+171.9% |
| Admin fee / account holder | $11,442 | $3,395+237.1% | $4,912+132.9% | $5,124+123.3% |