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 | $200,517 | $118,680+69.0% | $98,907+102.7% | $158,922+26.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.04% | 372.35%-364.3pp | 196.43%-188.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $21,521 | $3,333+545.7% | $2,689+700.4% | $4,761+352.0% |
| Participant deferral / active EE | $11,787 | $5,088+131.7% | $4,244+177.7% | $5,982+97.0% |
| Admin fee / account holder | $208,865 | $10,131+1961.7% | $6,642+3044.8% | $11,246+1757.3% |