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 | $211,621 | $115,770+82.8% | $101,248+109.0% | $158,922+33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.58% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $4,745 | $4,175+13.7% | $3,660+29.7% | $4,761-0.3% |
| Participant deferral / active EE | $9,307 | $4,957+87.8% | $4,370+113.0% | $5,982+55.6% |
| Admin fee / account holder | $81,698 | $7,245+1027.7% | $5,945+1274.1% | $11,246+626.5% |