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 6-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 | $239,958 | $109,817+118.5% | $98,442+143.8% | $167,490+43.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.56% | 1956.69%-1941.1pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $9,015 | $3,224+179.6% | $2,960+204.6% | $4,837+86.4% |
| Participant deferral / active EE | $14,346 | $4,673+207.0% | $4,276+235.5% | $6,341+126.2% |
| Admin fee / account holder | $681 | $6,753-89.9% | $5,949-88.6% | $12,309-94.5% |