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 | $229,263 | $99,020+131.5% | $86,590+164.8% | $147,584+55.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.07% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,003 | $3,132+59.7% | $2,839+76.2% | $4,876+2.6% |
| Participant deferral / active EE | $10,681 | $3,972+168.9% | $3,609+196.0% | $5,439+96.4% |
| Admin fee / account holder | $3,220 | $5,710-43.6% | $4,906-34.4% | $10,885-70.4% |