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 | $221,679 | $115,770+91.5% | $101,248+118.9% | $158,922+39.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $14,445 | $4,175+246.0% | $3,660+294.7% | $4,761+203.4% |
| Participant deferral / active EE | $10,322 | $4,957+108.2% | $4,370+136.2% | $5,982+72.5% |
| Admin fee / account holder | $7,747 | $7,245+6.9% | $5,945+30.3% | $11,246-31.1% |