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 | $215,319 | $105,998+103.1% | $92,233+133.5% | $147,584+45.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $8,893 | $4,333+105.2% | $3,679+141.7% | $4,876+82.4% |
| Participant deferral / active EE | $3,534 | $4,478-21.1% | $3,897-9.3% | $5,439-35.0% |
| Admin fee / account holder | $4,246 | $6,332-32.9% | $5,194-18.2% | $10,885-61.0% |