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 | $181,353 | $54,705+231.5% | $71,209+154.7% | $84,808+113.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 122.16% | 35.90%+86.3pp | 282.51%-160.3pp | 40.90%+81.3pp |
| Employer contribution / active EE | $4,490 | $2,158+108.1% | $2,721+65.0% | $2,631+70.6% |
| Participant deferral / active EE | $4,579 | $3,030+51.1% | $4,175+9.7% | $4,212+8.7% |
| Admin fee / account holder | $6,680 | $4,863+37.4% | $5,349+24.9% | $7,344-9.0% |