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 | $210,220 | $99,652+111.0% | $78,778+166.9% | $147,584+42.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.12% | 47.28%-38.2pp | 35.62%-26.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $3,533 | $2,796+26.4% | $1,986+77.9% | $4,876-27.5% |
| Participant deferral / active EE | $2,651 | $3,664-27.6% | $2,958-10.4% | $5,439-51.2% |
| Admin fee / account holder | $4,648 | $7,155-35.0% | $5,134-9.5% | $10,885-57.3% |