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 | $219,676 | $109,982+99.7% | $97,226+125.9% | $145,922+50.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.20% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $17,836 | $3,084+478.4% | $2,729+553.6% | $4,660+282.8% |
| Participant deferral / active EE | $10,138 | $4,676+116.8% | $4,264+137.8% | $6,688+51.6% |
| Admin fee / account holder | $725 | $6,221-88.4% | $5,654-87.2% | $13,397-94.6% |