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 | $85,730 | $209,411-59.1% | $178,490-52.0% | $158,922-46.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.52% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $10,085 | $5,706+76.7% | $5,011+101.3% | $4,761+111.8% |
| Participant deferral / active EE | $13,130 | $5,954+120.5% | $5,202+152.4% | $5,982+119.5% |
| Admin fee / account holder | $280,580 | $17,074+1543.3% | $13,984+1906.5% | $11,246+2395.0% |