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 | $218,235 | $90,348+141.5% | $75,972+187.3% | $145,922+49.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.61% | 620.88%-609.3pp | 359.55%-347.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,759 | $3,311+13.5% | $2,685+40.0% | $4,660-19.3% |
| Participant deferral / active EE | $12,539 | $5,162+142.9% | $4,255+194.6% | $6,688+87.5% |
| Admin fee / account holder | $5,663 | $8,467-33.1% | $6,467-12.4% | $13,397-57.7% |