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 | $222,758 | $150,187+48.3% | $120,354+85.1% | $145,922+52.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 154.07%-143.2pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,197 | $4,348-49.5% | $3,463-36.5% | $4,660-52.8% |
| Participant deferral / active EE | $3,880 | $6,173-37.1% | $4,991-22.3% | $6,688-42.0% |
| Admin fee / account holder | $45,494 | $12,207+272.7% | $9,423+382.8% | $13,397+239.6% |