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 | $213,460 | $58,208+266.7% | $81,812+160.9% | $80,856+164.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.83% | 41.66%-25.8pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,650 | $2,340+56.0% | $2,912+25.3% | $2,755+32.5% |
| Participant deferral / active EE | $7,080 | $3,281+115.8% | $4,319+64.0% | $4,296+64.8% |
| Admin fee / account holder | $7,449 | $4,981+49.5% | $7,386+0.9% | $6,918+7.7% |