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 | $197,429 | $100,852+95.8% | $90,404+118.4% | $158,922+24.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.52% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $6,038 | $3,689+63.7% | $3,262+85.1% | $4,761+26.8% |
| Participant deferral / active EE | $9,742 | $4,348+124.1% | $3,963+145.8% | $5,982+62.8% |
| Admin fee / account holder | $1,444 | $6,501-77.8% | $5,611-74.3% | $11,246-87.2% |