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 | $229,682 | $123,793+85.5% | $177,821+29.2% | $79,858+187.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.48% | 22.82%-0.3pp | 48.32%-25.8pp | 31.71%-9.2pp |
| Employer contribution / active EE | $18,723 | $4,095+357.2% | $5,918+216.4% | $2,471+657.8% |
| Participant deferral / active EE | $9,764 | $5,956+63.9% | $7,714+26.6% | $3,740+161.1% |
| Admin fee / account holder | $24,569 | $7,243+239.2% | $12,427+97.7% | $5,306+363.0% |