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 | $201,440 | $112,881+78.5% | $90,951+121.5% | $158,922+26.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.23% | 215.79%-191.6pp | 134.60%-110.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,000 | $2,893+3.7% | $2,122+41.4% | $4,761-37.0% |
| Participant deferral / active EE | $26,000 | $4,128+529.9% | $3,373+670.8% | $5,982+334.6% |
| Admin fee / account holder | $1,044 | $8,041-87.0% | $5,959-82.5% | $11,246-90.7% |