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 | $212,874 | $88,751+139.9% | $81,812+160.2% | $145,922+45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.32% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $5,940 | $3,083+92.6% | $2,912+104.0% | $4,660+27.5% |
| Participant deferral / active EE | $20,886 | $4,643+349.8% | $4,319+383.6% | $6,688+212.3% |
| Admin fee / account holder | $7,153 | $8,415-15.0% | $7,386-3.1% | $13,397-46.6% |