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 | $177,411 | $96,635+83.6% | $86,612+104.8% | $139,434+27.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.91% | 106.41%-84.5pp | 591.07%-569.2pp | 372.94%-351.0pp |
| Employer contribution / active EE | $17,842 | $3,263+446.8% | $3,022+490.3% | $4,751+275.5% |
| Participant deferral / active EE | $15,375 | $4,836+217.9% | $4,438+246.5% | $6,710+129.1% |
| Admin fee / account holder | $16,228 | $6,408+153.3% | $5,614+189.1% | $11,403+42.3% |