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 | $187,709 | $102,604+82.9% | $86,188+117.8% | $139,434+34.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 10.93% | 1922.51%-1911.6pp | 1168.45%-1157.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,569 | $3,032-15.3% | $2,380+7.9% | $4,751-45.9% |
| Participant deferral / active EE | $10,442 | $4,676+123.3% | $3,985+162.0% | $6,710+55.6% |
| Admin fee / account holder | $49,283 | $8,657+469.3% | $6,852+619.3% | $11,403+332.2% |