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 | $243,272 | $63,346+284.0% | $92,233+163.8% | $70,131+246.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.47% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,453 | $2,471-0.7% | $3,679-33.3% | $2,342+4.7% |
| Participant deferral / active EE | $11,630 | $2,854+307.5% | $3,897+198.5% | $3,332+249.1% |
| Admin fee / account holder | $4,484 | $3,840+16.8% | $5,194-13.7% | $4,645-3.5% |