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 | $217,099 | $95,416+127.5% | $185,823+16.8% | $85,850+152.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.38% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,934 | $3,314+109.2% | $5,167+34.2% | $2,565+170.3% |
| Participant deferral / active EE | $3,563 | $3,423+4.1% | $5,568-36.0% | $3,952-9.8% |
| Admin fee / account holder | $11,428 | $7,213+58.4% | $16,237-29.6% | $6,260+82.6% |