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 | $226,296 | $91,538+147.2% | $129,995+74.1% | $75,163+201.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.15% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,000 | $2,845+110.9% | $4,320+38.9% | $2,670+124.7% |
| Participant deferral / active EE | $3,095 | $4,341-28.7% | $5,820-46.8% | $4,125-25.0% |
| Admin fee / account holder | $3,103 | $6,790-54.3% | $10,614-70.8% | $5,651-45.1% |