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 | $187,885 | $102,317+83.6% | $146,958+27.8% | $80,856+132.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.86% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $10,503 | $3,713+182.9% | $4,933+112.9% | $2,755+281.2% |
| Participant deferral / active EE | $13,818 | $6,644+108.0% | $8,070+71.2% | $4,296+221.7% |
| Admin fee / account holder | $5,140 | $7,941-35.3% | $12,998-60.5% | $6,918-25.7% |