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 | $238,775 | $124,185+92.3% | $108,410+120.3% | $167,490+42.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.36% | 1379.64%-1369.3pp | 905.27%-894.9pp | 478.56%-468.2pp |
| Employer contribution / active EE | $8,513 | $4,187+103.3% | $3,558+139.2% | $4,837+76.0% |
| Participant deferral / active EE | $8,680 | $6,908+25.6% | $6,563+32.3% | $6,341+36.9% |
| Admin fee / account holder | $1,124 | $9,455-88.1% | $7,295-84.6% | $12,309-90.9% |