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 | $182,860 | $102,317+78.7% | $146,958+24.4% | $80,856+126.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.99% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $7,525 | $3,713+102.7% | $4,933+52.5% | $2,755+173.2% |
| Participant deferral / active EE | $7,064 | $6,644+6.3% | $8,070-12.5% | $4,296+64.4% |
| Admin fee / account holder | $2,731 | $7,941-65.6% | $12,998-79.0% | $6,918-60.5% |