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 | $222,846 | $63,346+251.8% | $92,233+141.6% | $70,131+217.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.35% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $14,219 | $2,471+475.4% | $3,679+286.5% | $2,342+507.0% |
| Participant deferral / active EE | $14,619 | $2,854+412.3% | $3,897+275.2% | $3,332+338.8% |
| Admin fee / account holder | $21,642 | $3,840+463.6% | $5,194+316.7% | $4,645+365.9% |