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 | $181,397 | $65,409+177.3% | $98,442+84.3% | $85,850+111.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.55% | 21.76%-4.2pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $13,303 | $2,168+513.7% | $2,960+349.5% | $2,565+418.6% |
| Participant deferral / active EE | $16,018 | $3,166+405.9% | $4,276+274.6% | $3,952+305.3% |
| Admin fee / account holder | $1,998 | $4,593-56.5% | $5,949-66.4% | $6,260-68.1% |