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 5-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 | $203,716 | $111,724+82.3% | $93,606+117.6% | $145,922+39.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,978 | $3,090-3.6% | $2,420+23.1% | $4,660-36.1% |
| Participant deferral / active EE | $7,625 | $4,912+55.2% | $4,411+72.9% | $6,688+14.0% |
| Admin fee / account holder | $1,858 | $10,250-81.9% | $8,285-77.6% | $13,397-86.1% |