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 | $222,206 | $136,179+63.2% | $98,755+125.0% | $167,490+32.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 43.32% | 67.53%-24.2pp | 49.91%-6.6pp | 478.56%-435.2pp |
| Employer contribution / active EE | $12,424 | $2,631+372.1% | $2,067+500.9% | $4,837+156.8% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,778 | $5,031+14.8% | $4,076+41.7% | $12,309-53.1% |