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 8-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 | $242,899 | $77,899+211.8% | $149,673+62.3% | $75,163+223.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $30,509 | $3,137+872.4% | $4,818+533.3% | $2,670+1042.8% |
| Participant deferral / active EE | $17,921 | $3,411+425.4% | $5,680+215.5% | $4,125+334.4% |
| Admin fee / account holder | $24,343 | $5,956+308.7% | $13,210+84.3% | $5,651+330.8% |