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 | $235,882 | $95,416+147.2% | $185,823+26.9% | $85,850+174.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.41% | 23.59%-1.2pp | 122.05%-99.6pp | 318.53%-296.1pp |
| Employer contribution / active EE | $2,305 | $3,314-30.4% | $5,167-55.4% | $2,565-10.1% |
| Participant deferral / active EE | $4,650 | $3,423+35.8% | $5,568-16.5% | $3,952+17.7% |
| Admin fee / account holder | $13,832 | $7,213+91.8% | $16,237-14.8% | $6,260+121.0% |