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 | $187,672 | $102,317+83.4% | $146,958+27.7% | $80,856+132.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.37% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $6,760 | $3,713+82.1% | $4,933+37.0% | $2,755+145.4% |
| Participant deferral / active EE | $16,167 | $6,644+143.3% | $8,070+100.3% | $4,296+276.3% |
| Admin fee / account holder | $29,223 | $7,941+268.0% | $12,998+124.8% | $6,918+322.4% |