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 | $207,764 | $76,000+173.4% | $154,107+34.8% | $64,186+223.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.83% | 30.32%-29.5pp | 735.12%-734.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $9,347 | $3,351+179.0% | $5,298+76.4% | $2,381+292.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,957 | $5,596+95.8% | $13,411-18.3% | $4,888+124.2% |