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 | $233,291 | $100,852+131.3% | $90,404+158.1% | $158,922+46.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $11,346 | $3,689+207.6% | $3,262+247.8% | $4,761+138.3% |
| Participant deferral / active EE | $17,136 | $4,348+294.1% | $3,963+332.4% | $5,982+186.4% |
| Admin fee / account holder | $1,840 | $6,501-71.7% | $5,611-67.2% | $11,246-83.6% |