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 | $246,927 | $89,753+175.1% | $107,525+129.6% | $84,808+191.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.27% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $20,977 | $3,113+573.8% | $3,754+458.9% | $2,631+697.3% |
| Participant deferral / active EE | $6,401 | $4,056+57.8% | $5,116+25.1% | $4,212+52.0% |
| Admin fee / account holder | $68,423 | $7,222+847.4% | $8,919+667.2% | $7,344+831.7% |