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 | $222,954 | $111,724+99.6% | $93,606+138.2% | $145,922+52.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.21% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $13,884 | $3,090+349.4% | $2,420+473.8% | $4,660+198.0% |
| Participant deferral / active EE | $15,391 | $4,912+213.3% | $4,411+248.9% | $6,688+130.1% |
| Admin fee / account holder | $22,836 | $10,250+122.8% | $8,285+175.6% | $13,397+70.5% |