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 | $238,667 | $176,377+35.3% | $134,143+77.9% | $158,922+50.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.65% | 63.63%-55.0pp | 36.33%-27.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $27,212 | $5,040+439.9% | $3,704+634.7% | $4,761+471.5% |
| Participant deferral / active EE | $2,000 | $4,091-51.1% | $3,499-42.8% | $5,982-66.6% |
| Admin fee / account holder | $6,271 | $8,718-28.1% | $6,684-6.2% | $11,246-44.2% |