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 | $234,949 | $78,422+199.6% | $95,952+144.9% | $79,858+194.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.93% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,368 | $1,945+124.6% | $2,541+71.9% | $2,471+76.8% |
| Participant deferral / active EE | $2,279 | $3,440-33.7% | $4,167-45.3% | $3,740-39.1% |
| Admin fee / account holder | $1,929 | $5,622-65.7% | $6,795-71.6% | $5,306-63.6% |