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 | $240,817 | $126,574+90.3% | $106,213+126.7% | $145,922+65.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.50% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $10,929 | $3,730+193.0% | $3,171+244.6% | $4,660+134.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,543 | $17,304-62.2% | $11,033-40.7% | $13,397-51.2% |