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 | $244,101 | $102,317+138.6% | $146,958+66.1% | $80,856+201.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.82% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $7,366 | $3,713+98.4% | $4,933+49.3% | $2,755+167.4% |
| Participant deferral / active EE | $12,072 | $6,644+81.7% | $8,070+49.6% | $4,296+181.0% |
| Admin fee / account holder | $32,687 | $7,941+311.6% | $12,998+151.5% | $6,918+372.5% |