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 | $194,745 | $114,047+70.8% | $96,139+102.6% | $167,490+16.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.20% | 189.88%-175.7pp | 191.94%-177.7pp | 478.56%-464.4pp |
| Employer contribution / active EE | $8,102 | $3,427+136.4% | $2,797+189.7% | $4,837+67.5% |
| Participant deferral / active EE | $22,156 | $5,194+326.6% | $4,349+409.5% | $6,341+249.4% |
| Admin fee / account holder | $5,772 | $6,897-16.3% | $5,537+4.2% | $12,309-53.1% |