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 | $221,437 | $95,416+132.1% | $185,823+19.2% | $85,850+157.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.30% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $9,031 | $3,314+172.5% | $5,167+74.8% | $2,565+252.1% |
| Participant deferral / active EE | $2,291 | $3,423-33.1% | $5,568-58.9% | $3,952-42.0% |
| Admin fee / account holder | $768 | $7,213-89.4% | $16,237-95.3% | $6,260-87.7% |