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 | $230,491 | $105,998+117.4% | $92,233+149.9% | $147,584+56.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.86% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $12,160 | $4,333+180.6% | $3,679+230.5% | $4,876+149.4% |
| Participant deferral / active EE | $3,333 | $4,478-25.6% | $3,897-14.5% | $5,439-38.7% |
| Admin fee / account holder | $30,356 | $6,332+379.4% | $5,194+484.5% | $10,885+178.9% |