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 | $241,652 | $105,998+128.0% | $92,233+162.0% | $147,584+63.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.73% | 50.05%-40.3pp | 176.28%-166.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $22,123 | $4,333+410.6% | $3,679+501.3% | $4,876+353.7% |
| Participant deferral / active EE | $13,155 | $4,478+193.8% | $3,897+237.6% | $5,439+141.9% |
| Admin fee / account holder | $1,058 | $6,332-83.3% | $5,194-79.6% | $10,885-90.3% |