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 | $235,104 | $77,899+201.8% | $149,673+57.1% | $75,163+212.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.62% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $12,187 | $3,137+288.4% | $4,818+153.0% | $2,670+356.5% |
| Participant deferral / active EE | $8,625 | $3,411+152.9% | $5,680+51.9% | $4,125+109.1% |
| Admin fee / account holder | $3,801 | $5,956-36.2% | $13,210-71.2% | $5,651-32.7% |