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 | $231,593 | $99,985+131.6% | $146,665+57.9% | $85,850+169.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.55% | 18.93%-5.4pp | 22.74%-9.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $12,037 | $2,559+370.5% | $4,136+191.0% | $2,565+369.3% |
| Participant deferral / active EE | $4,716 | $4,006+17.7% | $5,506-14.3% | $3,952+19.3% |
| Admin fee / account holder | $6,473 | $7,702-16.0% | $10,280-37.0% | $6,260+3.4% |