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 | $96,517 | $72,400+33.3% | $67,502+43.0% | $145,922-33.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.63% | 7182.46%-7165.8pp | 3512.12%-3495.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,664 | $3,069+52.0% | $2,731+70.8% | $4,660+0.1% |
| Participant deferral / active EE | $1,292 | $4,783-73.0% | $4,000-67.7% | $6,688-80.7% |
| Admin fee / account holder | $5,906 | $5,539+6.6% | $3,998+47.7% | $13,397-55.9% |