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 | $181,461 | $61,774+193.8% | $97,226+86.6% | $80,856+124.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 108.89% | -557.90%+666.8pp | 75.13%+33.8pp | 35.59%+73.3pp |
| Employer contribution / active EE | $2,224 | $1,837+21.1% | $2,729-18.5% | $2,755-19.3% |
| Participant deferral / active EE | $2,882 | $3,029-4.9% | $4,264-32.4% | $4,296-32.9% |
| Admin fee / account holder | $1,479 | $5,166-71.4% | $5,654-73.8% | $6,918-78.6% |