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 | $203,616 | $51,175+297.9% | $70,515+188.8% | $75,163+170.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.93% | 30.02%-13.1pp | 32.77%-15.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $11,044 | $1,826+504.8% | $2,973+271.4% | $2,670+313.6% |
| Participant deferral / active EE | $10,908 | $2,849+282.8% | $4,567+138.9% | $4,125+164.4% |
| Admin fee / account holder | $20,775 | $4,091+407.9% | $6,412+224.0% | $5,651+267.6% |