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 | $194,151 | $96,305+101.6% | $80,569+141.0% | $139,434+39.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.39% | 1350.08%-1333.7pp | 935.43%-919.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $11,011 | $3,262+237.5% | $2,723+304.3% | $4,751+131.8% |
| Participant deferral / active EE | $8,129 | $5,232+55.4% | $4,447+82.8% | $6,710+21.1% |
| Admin fee / account holder | $647 | $6,599-90.2% | $5,377-88.0% | $11,403-94.3% |