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 | $224,270 | $58,208+285.3% | $81,812+174.1% | $80,856+177.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.94% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $12,723 | $2,340+443.7% | $2,912+336.9% | $2,755+361.8% |
| Participant deferral / active EE | $12,893 | $3,281+293.0% | $4,319+198.5% | $4,296+200.1% |
| Admin fee / account holder | $1,087 | $4,981-78.2% | $7,386-85.3% | $6,918-84.3% |