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 | $200,775 | $58,208+244.9% | $81,812+145.4% | $80,856+148.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $8,021 | $2,340+242.8% | $2,912+175.4% | $2,755+191.1% |
| Participant deferral / active EE | $16,091 | $3,281+390.4% | $4,319+272.6% | $4,296+274.6% |
| Admin fee / account holder | $5,669 | $4,981+13.8% | $7,386-23.2% | $6,918-18.1% |