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 | $208,878 | $60,124+247.4% | $90,404+131.1% | $79,858+161.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.69% | 71.94%-60.3pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,083 | $2,068+145.8% | $3,262+55.8% | $2,471+105.7% |
| Participant deferral / active EE | $9,256 | $2,938+215.0% | $3,963+133.5% | $3,740+147.5% |
| Admin fee / account holder | $11,015 | $3,976+177.0% | $5,611+96.3% | $5,306+107.6% |