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 | $194,607 | $70,606+175.6% | $53,898+261.1% | $142,382+36.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.94% | 619.81%-608.9pp | 528.60%-517.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,757 | $1,202+46.2% | $932+88.5% | $4,299-59.1% |
| Participant deferral / active EE | $15,717 | $2,364+564.8% | $1,826+760.6% | $6,507+141.5% |
| Admin fee / account holder | $16,282 | $2,852+471.0% | $2,491+553.7% | $12,624+29.0% |