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 | $208,834 | $100,773+107.2% | $88,946+134.8% | $142,382+46.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.56% | 70.18%-58.6pp | 57.82%-46.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,850 | $2,918+134.8% | $2,555+168.1% | $4,299+59.3% |
| Participant deferral / active EE | $3,527 | $5,230-32.6% | $4,581-23.0% | $6,507-45.8% |
| Admin fee / account holder | $4,244 | $9,693-56.2% | $8,261-48.6% | $12,624-66.4% |