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 | $217,133 | $125,758+72.7% | $169,993+27.7% | $75,163+188.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.07% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $16,391 | $4,615+255.2% | $6,785+141.6% | $2,670+514.0% |
| Participant deferral / active EE | $14,469 | $6,837+111.6% | $10,408+39.0% | $4,125+250.8% |
| Admin fee / account holder | $18,412 | $8,173+125.3% | $12,815+43.7% | $5,651+225.8% |