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 | $225,175 | $100,852+123.3% | $90,404+149.1% | $158,922+41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.00% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $5,204 | $3,689+41.1% | $3,262+59.5% | $4,761+9.3% |
| Participant deferral / active EE | $14,735 | $4,348+238.9% | $3,963+271.8% | $5,982+146.3% |
| Admin fee / account holder | $66,607 | $6,501+924.6% | $5,611+1087.1% | $11,246+492.3% |