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 | $210,988 | $104,486+101.9% | $76,817+174.7% | $152,861+38.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.00% | 1013.37%-993.4pp | 1166.11%-1146.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $10,806 | $3,116+246.8% | $2,302+369.4% | $4,762+126.9% |
| Participant deferral / active EE | $20,535 | $4,236+384.8% | $3,336+515.6% | $5,850+251.0% |
| Admin fee / account holder | $17,698 | $12,275+44.2% | $6,420+175.7% | $11,596+52.6% |