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 8-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 | $245,644 | $111,754+119.8% | $103,333+137.7% | $145,922+68.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $17,082 | $4,212+305.5% | $3,868+341.6% | $4,660+266.6% |
| Participant deferral / active EE | $21,000 | $5,619+273.8% | $5,057+315.2% | $6,688+214.0% |
| Admin fee / account holder | $1,926 | $9,750-80.2% | $8,355-77.0% | $13,397-85.6% |