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 | $104,628 | $73,515+42.3% | $62,995+66.1% | $147,584-29.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.28% | 175.43%-161.1pp | 87.57%-73.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $9,277 | $3,320+179.4% | $2,759+236.3% | $4,876+90.2% |
| Participant deferral / active EE | $3,351 | $4,185-19.9% | $3,329+0.6% | $5,439-38.4% |
| Admin fee / account holder | $906 | $5,953-84.8% | $3,600-74.8% | $10,885-91.7% |