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 | $213,315 | $109,817+94.2% | $98,442+116.7% | $167,490+27.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 16.52% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $7,058 | $3,224+118.9% | $2,960+138.5% | $4,837+45.9% |
| Participant deferral / active EE | $14,501 | $4,673+210.3% | $4,276+239.1% | $6,341+128.7% |
| Admin fee / account holder | $64,492 | $6,753+855.1% | $5,949+984.0% | $12,309+423.9% |