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 | $204,716 | $100,852+103.0% | $90,404+126.4% | $158,922+28.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.59% | 1724.20%-1715.6pp | 1293.02%-1284.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,481 | $3,689+21.5% | $3,262+37.4% | $4,761-5.9% |
| Participant deferral / active EE | $5,825 | $4,348+34.0% | $3,963+47.0% | $5,982-2.6% |
| Admin fee / account holder | $4,254 | $6,501-34.6% | $5,611-24.2% | $11,246-62.2% |