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 | $120,897 | $102,966+17.4% | $90,281+33.9% | $152,861-20.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.12% | 95.16%-81.0pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $18,750 | $3,139+497.4% | $2,854+556.9% | $4,762+293.7% |
| Participant deferral / active EE | $9,500 | $4,281+121.9% | $3,885+144.5% | $5,850+62.4% |
| Admin fee / account holder | $669,020 | $6,171+10741.9% | $5,351+12402.2% | $11,596+5669.2% |