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 | $227,209 | $102,317+122.1% | $146,958+54.6% | $80,856+181.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.59% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $11,211 | $3,713+201.9% | $4,933+127.3% | $2,755+307.0% |
| Participant deferral / active EE | $8,666 | $6,644+30.4% | $8,070+7.4% | $4,296+101.7% |
| Admin fee / account holder | $1,881 | $7,941-76.3% | $12,998-85.5% | $6,918-72.8% |