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 | $219,005 | $77,899+181.1% | $149,673+46.3% | $75,163+191.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $11,430 | $3,137+264.3% | $4,818+137.2% | $2,670+328.1% |
| Participant deferral / active EE | $7,129 | $3,411+109.0% | $5,680+25.5% | $4,125+72.8% |
| Admin fee / account holder | $2,867 | $5,956-51.9% | $13,210-78.3% | $5,651-49.3% |