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 | $229,235 | $96,635+137.2% | $86,612+164.7% | $139,434+64.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.76% | 106.41%-94.7pp | 591.07%-579.3pp | 372.94%-361.2pp |
| Employer contribution / active EE | $12,580 | $3,263+285.5% | $3,022+316.2% | $4,751+164.8% |
| Participant deferral / active EE | $7,861 | $4,836+62.6% | $4,438+77.2% | $6,710+17.2% |
| Admin fee / account holder | $9,947 | $6,408+55.2% | $5,614+77.2% | $11,403-12.8% |