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 | $191,241 | $78,705+143.0% | $117,854+62.3% | $70,131+172.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.97% | 23.30%-3.3pp | 335.08%-315.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $3,484 | $2,223+56.7% | $3,786-8.0% | $2,342+48.7% |
| Participant deferral / active EE | $8,227 | $3,297+149.5% | $4,482+83.6% | $3,332+146.9% |
| Admin fee / account holder | $12,428 | $5,065+145.3% | $8,020+55.0% | $4,645+167.5% |