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 | $219,442 | $102,966+113.1% | $90,281+143.1% | $152,861+43.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.84% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $7,614 | $3,139+142.6% | $2,854+166.7% | $4,762+59.9% |
| Participant deferral / active EE | $10,252 | $4,281+139.4% | $3,885+163.9% | $5,850+75.2% |
| Admin fee / account holder | $9,878 | $6,171+60.1% | $5,351+84.6% | $11,596-14.8% |