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 | $177,341 | $61,605+187.9% | $112,229+58.0% | $75,163+135.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 284.93% | 28.47%+256.5pp | 30.20%+254.7pp | 160.62%+124.3pp |
| Employer contribution / active EE | $3,571 | $2,015+77.2% | $3,430+4.1% | $2,670+33.8% |
| Participant deferral / active EE | $2,733 | $3,108-12.1% | $4,798-43.0% | $4,125-33.7% |
| Admin fee / account holder | $791 | $4,862-83.7% | $7,748-89.8% | $5,651-86.0% |