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 | $211,840 | $57,281+269.8% | $86,612+144.6% | $75,163+181.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.74% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $14,358 | $2,314+520.4% | $3,022+375.0% | $2,670+437.8% |
| Participant deferral / active EE | $9,570 | $3,318+188.5% | $4,438+115.7% | $4,125+132.0% |
| Admin fee / account holder | $23,711 | $4,112+476.7% | $5,614+322.3% | $5,651+319.6% |