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 | $213,281 | $65,409+226.1% | $98,442+116.7% | $85,850+148.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.54% | 21.76%-7.2pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,241 | $2,168+187.9% | $2,960+110.9% | $2,565+143.3% |
| Participant deferral / active EE | $4,392 | $3,166+38.7% | $4,276+2.7% | $3,952+11.1% |
| Admin fee / account holder | $6,326 | $4,593+37.7% | $5,949+6.3% | $6,260+1.1% |