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 | $218,801 | $100,041+118.7% | $149,718+46.1% | $70,131+212.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 31.80% | 27.43%+4.4pp | 1501.63%-1469.8pp | 73.14%-41.3pp |
| Employer contribution / active EE | $18,121 | $3,662+394.9% | $5,445+232.8% | $2,342+673.6% |
| Participant deferral / active EE | $11,586 | $4,983+132.5% | $6,569+76.4% | $3,332+247.7% |
| Admin fee / account holder | $15,289 | $8,286+84.5% | $11,283+35.5% | $4,645+229.1% |