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 | $170,640 | $103,376+65.1% | $87,100+95.9% | $152,861+11.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.97% | 28.10%-4.1pp | 28.19%-4.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $11,333 | $3,220+251.9% | $2,521+349.5% | $4,762+138.0% |
| Participant deferral / active EE | $21,667 | $4,778+353.5% | $4,049+435.2% | $5,850+270.4% |
| Admin fee / account holder | $333 | $12,205-97.3% | $7,497-95.6% | $11,596-97.1% |