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 | $222,879 | $85,202+161.6% | $172,739+29.0% | $72,985+205.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.09% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $8,049 | $3,324+142.1% | $5,143+56.5% | $2,440+229.9% |
| Participant deferral / active EE | $7,243 | $3,260+122.2% | $5,198+39.4% | $3,607+100.8% |
| Admin fee / account holder | $1,443 | $5,884-75.5% | $13,954-89.7% | $5,124-71.8% |