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 | $183,936 | $60,124+205.9% | $90,404+103.5% | $79,858+130.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.04% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,728 | $2,068+225.4% | $3,262+106.3% | $2,471+172.3% |
| Participant deferral / active EE | $9,907 | $2,938+237.2% | $3,963+150.0% | $3,740+164.9% |
| Admin fee / account holder | $11,802 | $3,976+196.8% | $5,611+110.4% | $5,306+122.4% |