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 | $188,874 | $104,475+80.8% | $159,436+18.5% | $79,386+137.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.96% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $17,350 | $3,417+407.8% | $4,829+259.3% | $2,427+614.7% |
| Participant deferral / active EE | $9,950 | $6,467+53.9% | $7,352+35.3% | $4,046+145.9% |
| Admin fee / account holder | $4,202 | $711+490.9% | $10,799-61.1% | $626+570.8% |