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 | $198,808 | $102,317+94.3% | $146,958+35.3% | $80,856+145.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,944 | $3,713+6.2% | $4,933-20.1% | $2,755+43.2% |
| Participant deferral / active EE | $11,338 | $6,644+70.7% | $8,070+40.5% | $4,296+163.9% |
| Admin fee / account holder | $44,189 | $7,941+456.4% | $12,998+240.0% | $6,918+538.8% |