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 9-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 | $215,167 | $74,888+187.3% | $71,209+202.2% | $142,382+51.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.68% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $10,126 | $2,854+254.8% | $2,721+272.1% | $4,299+135.5% |
| Participant deferral / active EE | $30,942 | $4,454+594.6% | $4,175+641.1% | $6,507+375.5% |
| Admin fee / account holder | $487 | $5,568-91.3% | $5,349-90.9% | $12,624-96.1% |