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 | $249,166 | $97,757+154.9% | $83,848+197.2% | $135,375+84.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.85% | 1287.37%-1279.5pp | 850.88%-843.0pp | 519.73%-511.9pp |
| Employer contribution / active EE | $5,000 | $4,222+18.4% | $3,631+37.7% | $4,779+4.6% |
| Participant deferral / active EE | $2,645 | $4,682-43.5% | $4,082-35.2% | $5,609-52.8% |
| Admin fee / account holder | $2,272 | $6,674-66.0% | $5,478-58.5% | $10,827-79.0% |