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 | $227,547 | $105,998+114.7% | $92,233+146.7% | $147,584+54.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $11,243 | $4,333+159.5% | $3,679+205.6% | $4,876+130.6% |
| Participant deferral / active EE | $6,850 | $4,478+53.0% | $3,897+75.8% | $5,439+25.9% |
| Admin fee / account holder | $5,129 | $6,332-19.0% | $5,194-1.2% | $10,885-52.9% |