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 | $209,190 | $107,934+93.8% | $91,989+127.4% | $152,861+36.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.55% | 89.24%-73.7pp | 69.02%-53.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $10,715 | $4,210+154.5% | $3,452+210.4% | $4,762+125.0% |
| Participant deferral / active EE | $3,526 | $6,364-44.6% | $5,923-40.5% | $5,850-39.7% |
| Admin fee / account holder | $113,237 | $10,520+976.4% | $7,743+1362.5% | $11,596+876.5% |