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 | $207,177 | $95,416+117.1% | $185,823+11.5% | $85,850+141.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.00% | 23.59%-5.6pp | 122.05%-104.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,639 | $3,314-20.3% | $5,167-48.9% | $2,565+2.9% |
| Participant deferral / active EE | $6,399 | $3,423+86.9% | $5,568+14.9% | $3,952+61.9% |
| Admin fee / account holder | $2,853 | $7,213-60.4% | $16,237-82.4% | $6,260-54.4% |