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 | $245,698 | $100,852+143.6% | $90,404+171.8% | $158,922+54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.97% | 1724.20%-1712.2pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $18,108 | $3,689+390.9% | $3,262+455.1% | $4,761+280.3% |
| Participant deferral / active EE | $14,220 | $4,348+227.1% | $3,963+258.8% | $5,982+137.7% |
| Admin fee / account holder | $59,944 | $6,501+822.1% | $5,611+968.4% | $11,246+433.0% |