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 | $244,260 | $72,277+238.0% | $101,248+141.2% | $79,858+205.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.24% | 22.30%-11.1pp | 46.47%-35.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $816 | $2,692-69.7% | $3,660-77.7% | $2,471-67.0% |
| Participant deferral / active EE | $8,001 | $3,282+143.8% | $4,370+83.1% | $3,740+113.9% |
| Admin fee / account holder | $52,727 | $4,400+1098.2% | $5,945+786.8% | $5,306+893.7% |