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 | $243,991 | $76,738+218.0% | $56,411+332.5% | $145,922+67.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,212 | $1,380+350.2% | $1,039+498.1% | $4,660+33.3% |
| Participant deferral / active EE | $4,516 | $2,623+72.2% | $1,952+131.4% | $6,688-32.5% |
| Admin fee / account holder | $8,664 | $3,334+159.9% | $2,829+206.3% | $13,397-35.3% |