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 | $169,330 | $109,817+54.2% | $98,442+72.0% | $167,490+1.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.28% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $11,749 | $3,224+264.4% | $2,960+297.0% | $4,837+142.9% |
| Participant deferral / active EE | $1,639 | $4,673-64.9% | $4,276-61.7% | $6,341-74.2% |
| Admin fee / account holder | $549 | $6,753-91.9% | $5,949-90.8% | $12,309-95.5% |