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 | $232,224 | $86,286+169.1% | $111,297+108.7% | $85,850+170.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.47% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,855 | $2,043+137.6% | $2,731+77.8% | $2,565+89.3% |
| Participant deferral / active EE | $7,588 | $3,641+108.4% | $4,487+69.1% | $3,952+92.0% |
| Admin fee / account holder | $9,819 | $8,188+19.9% | $7,964+23.3% | $6,260+56.9% |