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 | $222,469 | $150,187+48.1% | $120,354+84.8% | $145,922+52.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.29% | 154.07%-140.8pp | 107.15%-93.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,499 | $4,348+3.5% | $3,463+29.9% | $4,660-3.5% |
| Participant deferral / active EE | $9,213 | $6,173+49.3% | $4,991+84.6% | $6,688+37.8% |
| Admin fee / account holder | $19,881 | $12,207+62.9% | $9,423+111.0% | $13,397+48.4% |