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 | $209,477 | $54,705+282.9% | $71,209+194.2% | $84,808+147.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.46% | 35.90%-14.4pp | 282.51%-261.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $16,116 | $2,158+646.9% | $2,721+492.3% | $2,631+512.6% |
| Participant deferral / active EE | $10,949 | $3,030+261.3% | $4,175+162.2% | $4,212+160.0% |
| Admin fee / account holder | $1,136 | $4,863-76.7% | $5,349-78.8% | $7,344-84.5% |