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 | $162,887 | $88,751+83.5% | $81,812+99.1% | $145,922+11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,818 | $3,083-8.6% | $2,912-3.2% | $4,660-39.5% |
| Participant deferral / active EE | $13,808 | $4,643+197.4% | $4,319+219.7% | $6,688+106.5% |
| Admin fee / account holder | $55,353 | $8,415+557.8% | $7,386+649.4% | $13,397+313.2% |