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 | $217,130 | $126,574+71.5% | $106,213+104.4% | $145,922+48.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.32% | 224.79%-207.5pp | 116.14%-98.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,452 | $3,730+46.2% | $3,171+71.9% | $4,660+17.0% |
| Participant deferral / active EE | $7,542 | $5,724+31.8% | $5,016+50.4% | $6,688+12.8% |
| Admin fee / account holder | $2,888 | $17,304-83.3% | $11,033-73.8% | $13,397-78.4% |