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 | $218,390 | $176,662+23.6% | $130,648+67.2% | $152,861+42.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.82% | 2692.24%-2673.4pp | 1708.96%-1690.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,960 | $5,742-48.4% | $4,092-27.7% | $4,762-37.8% |
| Participant deferral / active EE | $7,911 | $4,361+81.4% | $3,603+119.6% | $5,850+35.2% |
| Admin fee / account holder | $691 | $7,133-90.3% | $5,464-87.4% | $11,596-94.0% |