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 | $217,725 | $111,724+94.9% | $93,606+132.6% | $145,922+49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.05% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,390 | $3,090+9.7% | $2,420+40.1% | $4,660-27.3% |
| Participant deferral / active EE | $7,790 | $4,912+58.6% | $4,411+76.6% | $6,688+16.5% |
| Admin fee / account holder | $1,767 | $10,250-82.8% | $8,285-78.7% | $13,397-86.8% |