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 | $225,603 | $102,317+120.5% | $146,958+53.5% | $80,856+179.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,674 | $3,713+133.6% | $4,933+75.8% | $2,755+214.9% |
| Participant deferral / active EE | $8,970 | $6,644+35.0% | $8,070+11.2% | $4,296+108.8% |
| Admin fee / account holder | $28,372 | $7,941+257.3% | $12,998+118.3% | $6,918+310.1% |