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 | $244,265 | $81,632+199.2% | $70,449+246.7% | $158,922+53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.68% | 208.40%-181.7pp | 109.03%-82.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $55,500 | $3,217+1625.1% | $2,737+1928.1% | $4,761+1065.7% |
| Participant deferral / active EE | $19,500 | $4,554+328.2% | $3,709+425.8% | $5,982+226.0% |
| Admin fee / account holder | $1,375 | $6,193-77.8% | $3,845-64.2% | $11,246-87.8% |