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 | $224,727 | $159,901+40.5% | $146,958+52.9% | $145,922+54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $9,702 | $5,286+83.5% | $4,933+96.7% | $4,660+108.2% |
| Participant deferral / active EE | $6,004 | $8,428-28.8% | $8,070-25.6% | $6,688-10.2% |
| Admin fee / account holder | $66,742 | $15,044+343.6% | $12,998+413.5% | $13,397+398.2% |