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 | $244,408 | $88,751+175.4% | $81,812+198.7% | $145,922+67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.58% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $10,828 | $3,083+251.2% | $2,912+271.8% | $4,660+132.4% |
| Participant deferral / active EE | $12,518 | $4,643+169.6% | $4,319+189.9% | $6,688+87.2% |
| Admin fee / account holder | $48,251 | $8,415+473.4% | $7,386+553.3% | $13,397+260.2% |