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 | $206,117 | $70,606+191.9% | $53,898+282.4% | $142,382+44.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.50% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,161 | $1,202+162.9% | $932+239.1% | $4,299-26.5% |
| Participant deferral / active EE | $6,495 | $2,364+174.7% | $1,826+255.6% | $6,507-0.2% |
| Admin fee / account holder | $3,494 | $2,852+22.5% | $2,491+40.3% | $12,624-72.3% |