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 | $234,570 | $58,208+303.0% | $81,812+186.7% | $80,856+190.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.49% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,484 | $2,340+134.4% | $2,912+88.3% | $2,755+99.1% |
| Participant deferral / active EE | $7,347 | $3,281+123.9% | $4,319+70.1% | $4,296+71.0% |
| Admin fee / account holder | $7,815 | $4,981+56.9% | $7,386+5.8% | $6,918+13.0% |