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 | $218,754 | $70,756+209.2% | $65,493+234.0% | $142,382+53.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.75% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $11,979 | $2,881+315.9% | $2,574+365.3% | $4,299+178.6% |
| Participant deferral / active EE | $15,371 | $4,637+231.5% | $3,961+288.1% | $6,507+136.2% |
| Admin fee / account holder | $154,421 | $6,559+2254.3% | $5,028+2971.1% | $12,624+1123.3% |