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 9-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 | $241,231 | $100,852+139.2% | $90,404+166.8% | $158,922+51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.78% | 1724.20%-1712.4pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,812 | $3,689-50.9% | $3,262-44.5% | $4,761-61.9% |
| Participant deferral / active EE | $10,270 | $4,348+136.2% | $3,963+159.1% | $5,982+71.7% |
| Admin fee / account holder | $531 | $6,501-91.8% | $5,611-90.5% | $11,246-95.3% |