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 | $203,336 | $137,414+48.0% | $189,513+7.3% | $85,850+136.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.92% | 38.14%-17.2pp | 555.15%-534.2pp | 318.53%-297.6pp |
| Employer contribution / active EE | $7,374 | $4,344+69.7% | $6,162+19.7% | $2,565+187.5% |
| Participant deferral / active EE | $17,247 | $6,260+175.5% | $8,221+109.8% | $3,952+336.5% |
| Admin fee / account holder | $31,343 | $8,630+263.2% | $12,045+160.2% | $6,260+400.7% |