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 | $227,999 | $74,888+204.5% | $71,209+220.2% | $142,382+60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.14% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $19,054 | $2,854+567.5% | $2,721+600.3% | $4,299+343.2% |
| Participant deferral / active EE | $15,908 | $4,454+257.1% | $4,175+281.0% | $6,507+144.5% |
| Admin fee / account holder | $30,840 | $5,568+453.9% | $5,349+476.6% | $12,624+144.3% |