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 | $195,695 | $111,724+75.2% | $93,606+109.1% | $145,922+34.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.94% | 202.98%-180.0pp | 133.20%-110.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $7,533 | $3,090+143.8% | $2,420+211.3% | $4,660+61.7% |
| Participant deferral / active EE | $12,274 | $4,912+149.9% | $4,411+178.2% | $6,688+83.5% |
| Admin fee / account holder | $1,354 | $10,250-86.8% | $8,285-83.7% | $13,397-89.9% |