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 | $216,486 | $102,966+110.2% | $90,281+139.8% | $152,861+41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.95% | 95.16%-64.2pp | 78.10%-47.1pp | 345.32%-314.4pp |
| Employer contribution / active EE | $18,071 | $3,139+475.8% | $2,854+533.1% | $4,762+279.5% |
| Participant deferral / active EE | $8,285 | $4,281+93.5% | $3,885+113.2% | $5,850+41.6% |
| Admin fee / account holder | $2,278 | $6,171-63.1% | $5,351-57.4% | $11,596-80.4% |