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 | $171,595 | $70,756+142.5% | $65,493+162.0% | $142,382+20.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.73% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,082 | $2,881+7.0% | $2,574+19.7% | $4,299-28.3% |
| Participant deferral / active EE | $8,439 | $4,637+82.0% | $3,961+113.0% | $6,507+29.7% |
| Admin fee / account holder | $1,299 | $6,559-80.2% | $5,028-74.2% | $12,624-89.7% |