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 | $209,135 | $58,208+259.3% | $81,812+155.6% | $80,856+158.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.26% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,242 | $2,340+124.0% | $2,912+80.0% | $2,755+90.3% |
| Participant deferral / active EE | $9,964 | $3,281+203.7% | $4,319+130.7% | $4,296+132.0% |
| Admin fee / account holder | $7,137 | $4,981+43.3% | $7,386-3.4% | $6,918+3.2% |