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 | $184,044 | $88,751+107.4% | $81,812+125.0% | $145,922+26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $7,038 | $3,083+128.3% | $2,912+141.7% | $4,660+51.1% |
| Participant deferral / active EE | $12,234 | $4,643+163.5% | $4,319+183.3% | $6,688+82.9% |
| Admin fee / account holder | $373 | $8,415-95.6% | $7,386-95.0% | $13,397-97.2% |