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 | $222,497 | $65,395+240.2% | $182,532+21.9% | $72,985+204.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.78% | 27.68%-4.9pp | 148.54%-125.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $12,959 | $1,911+578.1% | $4,076+217.9% | $2,440+431.2% |
| Participant deferral / active EE | $8,984 | $3,563+152.2% | $5,524+62.6% | $3,607+149.0% |
| Admin fee / account holder | $2,330 | $4,245-45.1% | $8,592-72.9% | $5,124-54.5% |