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 | $203,245 | $100,852+101.5% | $90,404+124.8% | $158,922+27.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.16% | 1724.20%-1703.0pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $5,168 | $3,689+40.1% | $3,262+58.4% | $4,761+8.6% |
| Participant deferral / active EE | $5,168 | $4,348+18.9% | $3,963+30.4% | $5,982-13.6% |
| Admin fee / account holder | $3,314 | $6,501-49.0% | $5,611-40.9% | $11,246-70.5% |