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 | $208,170 | $96,635+115.4% | $86,612+140.3% | $139,434+49.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.00% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $11,625 | $3,263+256.3% | $3,022+284.6% | $4,751+144.7% |
| Participant deferral / active EE | $13,851 | $4,836+186.4% | $4,438+212.1% | $6,710+106.4% |
| Admin fee / account holder | $814 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |