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 | $199,153 | $109,327+82.2% | $89,391+122.8% | $158,922+25.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 34.91% | 345.68%-310.8pp | 245.62%-210.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $7,393 | $3,170+133.2% | $2,586+185.9% | $4,761+55.3% |
| Participant deferral / active EE | $4,657 | $4,598+1.3% | $3,890+19.7% | $5,982-22.1% |
| Admin fee / account holder | $1,362 | $6,153-77.9% | $4,881-72.1% | $11,246-87.9% |