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 | $183,134 | $100,852+81.6% | $90,404+102.6% | $158,922+15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.54% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $5,043 | $3,689+36.7% | $3,262+54.6% | $4,761+5.9% |
| Participant deferral / active EE | $9,820 | $4,348+125.9% | $3,963+147.8% | $5,982+64.1% |
| Admin fee / account holder | $4,386 | $6,501-32.5% | $5,611-21.8% | $11,246-61.0% |