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 | $127,620 | $99,020+28.9% | $86,590+47.4% | $147,584-13.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.97% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $11,423 | $3,132+264.7% | $2,839+302.3% | $4,876+134.3% |
| Participant deferral / active EE | $4,563 | $3,972+14.9% | $3,609+26.5% | $5,439-16.1% |
| Admin fee / account holder | $2,185 | $5,710-61.7% | $4,906-55.5% | $10,885-79.9% |