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 | $193,180 | $106,890+80.7% | $84,015+129.9% | $152,861+26.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.44% | 104.99%-83.5pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,511 | $2,734+321.0% | $1,983+480.4% | $4,762+141.7% |
| Participant deferral / active EE | $10,335 | $4,011+157.6% | $3,239+219.1% | $5,850+76.7% |
| Admin fee / account holder | $2,446 | $8,285-70.5% | $6,101-59.9% | $11,596-78.9% |