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 6-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 | $228,460 | $70,669+223.3% | $169,368+34.9% | $75,163+204.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.64% | 36.36%-19.7pp | 405.60%-389.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,600 | $2,211+198.5% | $4,013+64.5% | $2,670+147.2% |
| Participant deferral / active EE | $14,764 | $4,311+242.5% | $6,221+137.3% | $4,125+257.9% |
| Admin fee / account holder | $26,898 | $5,402+397.9% | $9,003+198.8% | $5,651+376.0% |