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 7-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 | $246,115 | $158,398+55.4% | $126,539+94.5% | $142,382+72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.04% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $11,625 | $4,650+150.0% | $3,674+216.4% | $4,299+170.4% |
| Participant deferral / active EE | $13,625 | $4,767+185.8% | $4,083+233.7% | $6,507+109.4% |
| Admin fee / account holder | $6,175 | $6,918-10.7% | $6,065+1.8% | $12,624-51.1% |