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 | $214,402 | $99,020+116.5% | $86,590+147.6% | $147,584+45.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.97% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,220 | $3,132+34.7% | $2,839+48.6% | $4,876-13.5% |
| Participant deferral / active EE | $17,200 | $3,972+333.0% | $3,609+376.6% | $5,439+216.2% |
| Admin fee / account holder | $3,556 | $5,710-37.7% | $4,906-27.5% | $10,885-67.3% |