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 7-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 | $191,286 | $70,756+170.3% | $65,493+192.1% | $142,382+34.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.55% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,524 | $2,881+57.1% | $2,574+75.8% | $4,299+5.2% |
| Participant deferral / active EE | $15,119 | $4,637+226.0% | $3,961+281.7% | $6,507+132.3% |
| Admin fee / account holder | $34,847 | $6,559+431.3% | $5,028+593.0% | $12,624+176.0% |