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 | $241,077 | $96,305+150.3% | $80,569+199.2% | $139,434+72.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1350.08%-1339.3pp | 935.43%-924.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $22,726 | $3,262+596.7% | $2,723+734.4% | $4,751+378.4% |
| Participant deferral / active EE | $20,667 | $5,232+295.0% | $4,447+364.7% | $6,710+208.0% |
| Admin fee / account holder | $3,002 | $6,599-54.5% | $5,377-44.2% | $11,403-73.7% |