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 6-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 | $188,932 | $72,400+161.0% | $67,502+179.9% | $145,922+29.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 7182.46%-7169.9pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,831 | $3,069+90.0% | $2,731+113.5% | $4,660+25.1% |
| Participant deferral / active EE | $12,050 | $4,783+151.9% | $4,000+201.3% | $6,688+80.2% |
| Admin fee / account holder | $6,149 | $5,539+11.0% | $3,998+53.8% | $13,397-54.1% |