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 | $206,299 | $105,181+96.1% | $159,436+29.4% | $85,850+140.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.12% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $9,773 | $3,318+194.5% | $4,829+102.4% | $2,565+281.0% |
| Participant deferral / active EE | $10,679 | $5,945+79.6% | $7,352+45.3% | $3,952+170.2% |
| Admin fee / account holder | $1,791 | $6,933-74.2% | $10,799-83.4% | $6,260-71.4% |