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 | $229,356 | $99,020+131.6% | $86,590+164.9% | $147,584+55.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.40% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,270 | $3,132+196.0% | $2,839+226.5% | $4,876+90.1% |
| Participant deferral / active EE | $9,141 | $3,972+130.1% | $3,609+153.3% | $5,439+68.1% |
| Admin fee / account holder | $20,875 | $5,710+265.6% | $4,906+325.5% | $10,885+91.8% |