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 3-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 | $191,777 | $111,724+71.7% | $93,606+104.9% | $145,922+31.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.13% | 202.98%-192.8pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $5,274 | $3,090+70.7% | $2,420+117.9% | $4,660+13.2% |
| Participant deferral / active EE | $16,568 | $4,912+237.3% | $4,411+275.6% | $6,688+147.7% |
| Admin fee / account holder | $2,738 | $10,250-73.3% | $8,285-66.9% | $13,397-79.6% |