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 | $220,134 | $100,852+118.3% | $90,404+143.5% | $158,922+38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.73% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,254 | $3,689+42.5% | $3,262+61.1% | $4,761+10.4% |
| Participant deferral / active EE | $2,153 | $4,348-50.5% | $3,963-45.7% | $5,982-64.0% |
| Admin fee / account holder | $19,583 | $6,501+201.2% | $5,611+249.0% | $11,246+74.1% |