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 | $202,056 | $78,422+157.7% | $95,952+110.6% | $79,858+153.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $550 | $1,945-71.7% | $2,541-78.4% | $2,471-77.7% |
| Participant deferral / active EE | $4,253 | $3,440+23.6% | $4,167+2.1% | $3,740+13.7% |
| Admin fee / account holder | $10,079 | $5,622+79.3% | $6,795+48.3% | $5,306+90.0% |