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 | $223,161 | $102,317+118.1% | $146,958+51.9% | $80,856+176.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.31% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $10,733 | $3,713+189.1% | $4,933+117.6% | $2,755+289.6% |
| Participant deferral / active EE | $14,736 | $6,644+121.8% | $8,070+82.6% | $4,296+243.0% |
| Admin fee / account holder | $7,510 | $7,941-5.4% | $12,998-42.2% | $6,918+8.6% |