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 9-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 | $221,999 | $118,680+87.1% | $98,907+124.5% | $158,922+39.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.76% | 372.35%-362.6pp | 196.43%-186.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $20,283 | $3,333+508.6% | $2,689+654.3% | $4,761+326.0% |
| Participant deferral / active EE | $5,430 | $5,088+6.7% | $4,244+27.9% | $5,982-9.2% |
| Admin fee / account holder | $1,414 | $10,131-86.0% | $6,642-78.7% | $11,246-87.4% |