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 | $212,615 | $104,664+103.1% | $85,682+148.1% | $167,490+26.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.71% | 21.45%-9.7pp | 21.49%-9.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $6,111 | $3,337+83.1% | $2,618+133.4% | $4,837+26.3% |
| Participant deferral / active EE | $17,652 | $4,824+265.9% | $3,923+350.0% | $6,341+178.4% |
| Admin fee / account holder | $90,521 | $10,032+802.3% | $6,873+1217.1% | $12,309+635.4% |