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 | $213,953 | $109,817+94.8% | $98,442+117.3% | $167,490+27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.10% | 1956.69%-1935.6pp | 1492.73%-1471.6pp | 478.56%-457.5pp |
| Employer contribution / active EE | $6,302 | $3,224+95.5% | $2,960+112.9% | $4,837+30.3% |
| Participant deferral / active EE | $11,410 | $4,673+144.2% | $4,276+166.8% | $6,341+79.9% |
| Admin fee / account holder | $9,553 | $6,753+41.5% | $5,949+60.6% | $12,309-22.4% |