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 6-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 | $206,513 | $70,606+192.5% | $53,898+283.2% | $142,382+45.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.18% | 619.81%-607.6pp | 528.60%-516.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,167 | $1,202+329.8% | $932+454.4% | $4,299+20.2% |
| Participant deferral / active EE | $35,595 | $2,364+1405.7% | $1,826+1849.1% | $6,507+447.0% |
| Admin fee / account holder | $57,501 | $2,852+1916.4% | $2,491+2208.5% | $12,624+355.5% |