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 | $220,498 | $104,907+110.2% | $84,611+160.6% | $152,861+44.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.73% | 373.79%-349.1pp | 258.74%-234.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,869 | $3,302+77.8% | $2,652+121.3% | $4,762+23.2% |
| Participant deferral / active EE | $5,302 | $4,688+13.1% | $3,899+36.0% | $5,850-9.4% |
| Admin fee / account holder | $4,100 | $6,241-34.3% | $4,912-16.5% | $11,596-64.6% |