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 | $245,680 | $70,669+247.6% | $169,368+45.1% | $75,163+226.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.44% | 36.36%-17.9pp | 405.60%-387.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $14,854 | $2,211+571.9% | $4,013+270.2% | $2,670+456.4% |
| Participant deferral / active EE | $8,607 | $4,311+99.7% | $6,221+38.3% | $4,125+108.7% |
| Admin fee / account holder | $68,912 | $5,402+1175.6% | $9,003+665.4% | $5,651+1119.5% |