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 | $84,292 | $138,065-38.9% | $123,544-31.8% | $135,375-37.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.62% | 153.68%-146.1pp | 119.20%-111.6pp | 519.73%-512.1pp |
| Employer contribution / active EE | $14,413 | $5,151+179.8% | $4,628+211.4% | $4,779+201.6% |
| Participant deferral / active EE | $10,118 | $6,799+48.8% | $6,426+57.5% | $5,609+80.4% |
| Admin fee / account holder | $1,254 | $10,916-88.5% | $9,284-86.5% | $10,827-88.4% |