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 7-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 | $177,276 | $102,317+73.3% | $146,958+20.6% | $80,856+119.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.86% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $39,023 | $3,713+951.0% | $4,933+691.1% | $2,755+1316.5% |
| Participant deferral / active EE | $6,676 | $6,644+0.5% | $8,070-17.3% | $4,296+55.4% |
| Admin fee / account holder | $25,171 | $7,941+217.0% | $12,998+93.7% | $6,918+263.9% |