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 | $220,849 | $111,724+97.7% | $93,606+135.9% | $145,922+51.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.94% | 202.98%-185.0pp | 133.20%-115.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,434 | $3,090+173.0% | $2,420+248.5% | $4,660+81.0% |
| Participant deferral / active EE | $11,153 | $4,912+127.1% | $4,411+152.8% | $6,688+66.8% |
| Admin fee / account holder | $2,624 | $10,250-74.4% | $8,285-68.3% | $13,397-80.4% |