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 | $233,210 | $108,642+114.7% | $74,701+212.2% | $152,861+52.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.70% | 114.06%-91.4pp | 752.92%-730.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,714 | $1,503+80.6% | $1,084+150.4% | $4,762-43.0% |
| Participant deferral / active EE | $8,430 | $2,712+210.8% | $1,964+329.3% | $5,850+44.1% |
| Admin fee / account holder | $6,394 | $4,902+30.4% | $3,333+91.8% | $11,596-44.9% |