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 | $113,791 | $102,966+10.5% | $90,281+26.0% | $152,861-25.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.74% | 95.16%-83.4pp | 78.10%-66.4pp | 345.32%-333.6pp |
| Employer contribution / active EE | $15,866 | $3,139+405.5% | $2,854+455.8% | $4,762+233.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $61,388 | $6,171+894.8% | $5,351+1047.2% | $11,596+429.4% |