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 | $195,726 | $85,202+129.7% | $172,739+13.3% | $72,985+168.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.43% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $17,438 | $3,324+424.5% | $5,143+239.1% | $2,440+614.7% |
| Participant deferral / active EE | $13,060 | $3,260+300.6% | $5,198+151.3% | $3,607+262.0% |
| Admin fee / account holder | $33,124 | $5,884+463.0% | $13,954+137.4% | $5,124+546.4% |