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 | $242,699 | $58,208+317.0% | $81,812+196.7% | $80,856+200.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.72% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $21,310 | $2,340+810.7% | $2,912+631.7% | $2,755+673.6% |
| Participant deferral / active EE | $12,868 | $3,281+292.2% | $4,319+198.0% | $4,296+199.5% |
| Admin fee / account holder | $34,806 | $4,981+598.7% | $7,386+371.2% | $6,918+403.1% |