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 | $223,276 | $100,041+123.2% | $149,718+49.1% | $70,131+218.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.78% | 27.43%-6.6pp | 1501.63%-1480.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $17,561 | $3,662+379.6% | $5,445+222.5% | $2,342+649.7% |
| Participant deferral / active EE | $7,928 | $4,983+59.1% | $6,569+20.7% | $3,332+138.0% |
| Admin fee / account holder | $1,994 | $8,286-75.9% | $11,283-82.3% | $4,645-57.1% |