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 | $218,268 | $102,317+113.3% | $146,958+48.5% | $80,856+169.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.17% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,097 | $3,713+64.2% | $4,933+23.6% | $2,755+121.3% |
| Participant deferral / active EE | $7,007 | $6,644+5.5% | $8,070-13.2% | $4,296+63.1% |
| Admin fee / account holder | $17,826 | $7,941+124.5% | $12,998+37.1% | $6,918+157.7% |