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 4-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 | $222,750 | $99,020+125.0% | $86,590+157.2% | $147,584+50.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.29% | 1312.34%-1296.0pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $10,641 | $3,132+239.8% | $2,839+274.8% | $4,876+118.2% |
| Participant deferral / active EE | $13,321 | $3,972+235.4% | $3,609+269.1% | $5,439+144.9% |
| Admin fee / account holder | $6,952 | $5,710+21.7% | $4,906+41.7% | $10,885-36.1% |