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 | $211,047 | $95,416+121.2% | $185,823+13.6% | $85,850+145.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.33% | 23.59%-5.3pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $6,472 | $3,314+95.3% | $5,167+25.2% | $2,565+152.3% |
| Participant deferral / active EE | $4,762 | $3,423+39.1% | $5,568-14.5% | $3,952+20.5% |
| Admin fee / account holder | $1,628 | $7,213-77.4% | $16,237-90.0% | $6,260-74.0% |