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 | $222,138 | $101,724+118.4% | $164,813+34.8% | $80,856+174.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.23% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $9,244 | $2,953+213.0% | $4,341+113.0% | $2,755+235.6% |
| Participant deferral / active EE | $2,663 | $4,477-40.5% | $6,031-55.9% | $4,296-38.0% |
| Admin fee / account holder | $642 | $8,227-92.2% | $12,690-94.9% | $6,918-90.7% |