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 | $223,758 | $112,096+99.6% | $95,952+133.2% | $158,922+40.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.52% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $4,714 | $3,198+47.4% | $2,541+85.5% | $4,761-1.0% |
| Participant deferral / active EE | $17,325 | $4,784+262.1% | $4,167+315.8% | $5,982+189.6% |
| Admin fee / account holder | $180,000 | $10,130+1676.8% | $6,795+2548.9% | $11,246+1500.6% |