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 | $201,892 | $95,416+111.6% | $185,823+8.6% | $85,850+135.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.43% | 23.59%-10.2pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $10,739 | $3,314+224.1% | $5,167+107.8% | $2,565+318.7% |
| Participant deferral / active EE | $7,705 | $3,423+125.1% | $5,568+38.4% | $3,952+95.0% |
| Admin fee / account holder | $1,682 | $7,213-76.7% | $16,237-89.6% | $6,260-73.1% |