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 | $188,647 | $90,348+108.8% | $75,972+148.3% | $145,922+29.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 620.88%-612.2pp | 359.55%-350.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,916 | $3,311+78.7% | $2,685+120.3% | $4,660+27.0% |
| Participant deferral / active EE | $8,379 | $5,162+62.3% | $4,255+96.9% | $6,688+25.3% |
| Admin fee / account holder | $1,164 | $8,467-86.3% | $6,467-82.0% | $13,397-91.3% |