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 | $206,414 | $111,724+84.8% | $93,606+120.5% | $145,922+41.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.34% | 202.98%-188.6pp | 133.20%-118.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $23,022 | $3,090+645.1% | $2,420+851.4% | $4,660+394.1% |
| Participant deferral / active EE | $11,664 | $4,912+137.5% | $4,411+164.4% | $6,688+74.4% |
| Admin fee / account holder | $67,100 | $10,250+554.7% | $8,285+709.9% | $13,397+400.9% |