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 | $221,803 | $102,317+116.8% | $146,958+50.9% | $80,856+174.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $13,136 | $3,713+253.8% | $4,933+166.3% | $2,755+376.8% |
| Participant deferral / active EE | $10,659 | $6,644+60.4% | $8,070+32.1% | $4,296+148.1% |
| Admin fee / account holder | $9,247 | $7,941+16.4% | $12,998-28.9% | $6,918+33.7% |