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 | $233,091 | $109,817+112.3% | $98,442+136.8% | $167,490+39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.97% | 1956.69%-1933.7pp | 1492.73%-1469.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $1,594 | $3,224-50.5% | $2,960-46.1% | $4,837-67.0% |
| Participant deferral / active EE | $2,396 | $4,673-48.7% | $4,276-44.0% | $6,341-62.2% |
| Admin fee / account holder | $1,396 | $6,753-79.3% | $5,949-76.5% | $12,309-88.7% |