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 | $143,487 | $99,020+44.9% | $86,590+65.7% | $147,584-2.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.34% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,497 | $3,132+139.4% | $2,839+164.1% | $4,876+53.8% |
| Participant deferral / active EE | $1,364 | $3,972-65.7% | $3,609-62.2% | $5,439-74.9% |
| Admin fee / account holder | $1,038 | $5,710-81.8% | $4,906-78.8% | $10,885-90.5% |