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 | $215,490 | $115,770+86.1% | $101,248+112.8% | $158,922+35.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.29% | 56.14%-47.9pp | 46.47%-38.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $14,550 | $4,175+248.5% | $3,660+297.6% | $4,761+205.6% |
| Participant deferral / active EE | $9,935 | $4,957+100.4% | $4,370+127.3% | $5,982+66.1% |
| Admin fee / account holder | $3,043 | $7,245-58.0% | $5,945-48.8% | $11,246-72.9% |