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 | $224,208 | $105,181+113.2% | $159,436+40.6% | $85,850+161.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.91% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $8,412 | $3,318+153.5% | $4,829+74.2% | $2,565+227.9% |
| Participant deferral / active EE | $11,250 | $5,945+89.2% | $7,352+53.0% | $3,952+184.7% |
| Admin fee / account holder | $2,652 | $6,933-61.8% | $10,799-75.4% | $6,260-57.6% |