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 | $200,553 | $100,852+98.9% | $90,404+121.8% | $158,922+26.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.41% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $985 | $3,689-73.3% | $3,262-69.8% | $4,761-79.3% |
| Participant deferral / active EE | $5,897 | $4,348+35.6% | $3,963+48.8% | $5,982-1.4% |
| Admin fee / account holder | $2,550 | $6,501-60.8% | $5,611-54.6% | $11,246-77.3% |