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 9-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 | $220,692 | $124,281+77.6% | $109,143+102.2% | $167,490+31.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.56% | 26.04%-15.5pp | 25.75%-15.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $30,567 | $4,207+626.5% | $3,722+721.3% | $4,837+531.9% |
| Participant deferral / active EE | $11,200 | $5,255+113.1% | $4,653+140.7% | $6,341+76.6% |
| Admin fee / account holder | $30,400 | $7,970+281.4% | $6,752+350.2% | $12,309+147.0% |