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 | $189,219 | $114,047+65.9% | $96,139+96.8% | $167,490+13.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 12.90% | 189.88%-177.0pp | 191.94%-179.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $10,863 | $3,427+217.0% | $2,797+288.4% | $4,837+124.6% |
| Participant deferral / active EE | $5,335 | $5,194+2.7% | $4,349+22.7% | $6,341-15.9% |
| Admin fee / account holder | $50,914 | $6,897+638.2% | $5,537+819.5% | $12,309+313.6% |