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 | $228,466 | $65,409+249.3% | $98,442+132.1% | $85,850+166.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.12% | 21.76%-9.6pp | 1492.73%-1480.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $3,431 | $2,168+58.3% | $2,960+15.9% | $2,565+33.7% |
| Participant deferral / active EE | $9,430 | $3,166+197.8% | $4,276+120.5% | $3,952+138.6% |
| Admin fee / account holder | $41,950 | $4,593+813.4% | $5,949+605.1% | $6,260+570.1% |