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 | $148,883 | $104,907+41.9% | $84,611+76.0% | $152,861-2.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.70% | 373.79%-357.1pp | 258.74%-242.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $6,456 | $3,302+95.5% | $2,652+143.4% | $4,762+35.6% |
| Participant deferral / active EE | $12,348 | $4,688+163.4% | $3,899+216.7% | $5,850+111.1% |
| Admin fee / account holder | $163,833 | $6,241+2525.2% | $4,912+3235.2% | $11,596+1312.8% |