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 | $219,010 | $100,852+117.2% | $90,404+142.3% | $158,922+37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.84% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,668 | $3,689+107.9% | $3,262+135.1% | $4,761+61.0% |
| Participant deferral / active EE | $5,468 | $4,348+25.8% | $3,963+38.0% | $5,982-8.6% |
| Admin fee / account holder | $1,854 | $6,501-71.5% | $5,611-67.0% | $11,246-83.5% |