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 | $199,718 | $109,327+82.7% | $89,391+123.4% | $158,922+25.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.86% | 345.68%-330.8pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $38,448 | $3,170+1113.0% | $2,586+1387.0% | $4,761+707.5% |
| Participant deferral / active EE | $27,185 | $4,598+491.2% | $3,890+598.9% | $5,982+354.4% |
| Admin fee / account holder | $547 | $6,153-91.1% | $4,881-88.8% | $11,246-95.1% |