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 | $243,479 | $176,662+37.8% | $130,648+86.4% | $152,861+59.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.25% | 2692.24%-2675.0pp | 1708.96%-1691.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $30,620 | $5,742+433.3% | $4,092+648.3% | $4,762+543.0% |
| Participant deferral / active EE | $15,100 | $4,361+246.2% | $3,603+319.1% | $5,850+158.1% |
| Admin fee / account holder | $912 | $7,133-87.2% | $5,464-83.3% | $11,596-92.1% |