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 | $175,575 | $100,852+74.1% | $90,404+94.2% | $158,922+10.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.91% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $8,908 | $3,689+141.5% | $3,262+173.1% | $4,761+87.1% |
| Participant deferral / active EE | $11,338 | $4,348+160.8% | $3,963+186.1% | $5,982+89.5% |
| Admin fee / account holder | $17,658 | $6,501+171.6% | $5,611+214.7% | $11,246+57.0% |