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 6-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 | $233,250 | $159,901+45.9% | $146,958+58.7% | $145,922+59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.94% | 98.13%-67.2pp | 418.34%-387.4pp | 561.29%-530.3pp |
| Employer contribution / active EE | $1,682 | $5,286-68.2% | $4,933-65.9% | $4,660-63.9% |
| Participant deferral / active EE | $26,750 | $8,428+217.4% | $8,070+231.5% | $6,688+300.0% |
| Admin fee / account holder | $21,030 | $15,044+39.8% | $12,998+61.8% | $13,397+57.0% |