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 | $180,444 | $100,852+78.9% | $90,404+99.6% | $158,922+13.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.63% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $8,620 | $3,689+133.7% | $3,262+164.3% | $4,761+81.0% |
| Participant deferral / active EE | $3,692 | $4,348-15.1% | $3,963-6.8% | $5,982-38.3% |
| Admin fee / account holder | $14,493 | $6,501+122.9% | $5,611+158.3% | $11,246+28.9% |