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 5-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 | $195,620 | $96,635+102.4% | $86,612+125.9% | $139,434+40.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.81% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $11,736 | $3,263+259.7% | $3,022+288.3% | $4,751+147.0% |
| Participant deferral / active EE | $21,290 | $4,836+340.2% | $4,438+379.7% | $6,710+217.3% |
| Admin fee / account holder | $175,049 | $6,408+2631.8% | $5,614+3018.0% | $11,403+1435.2% |