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 | $162,085 | $104,907+54.5% | $84,611+91.6% | $152,861+6.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.56% | 373.79%-361.2pp | 258.74%-246.2pp | 345.32%-332.8pp |
| Employer contribution / active EE | $10,544 | $3,302+219.4% | $2,652+297.6% | $4,762+121.4% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,132 | $6,241-1.7% | $4,912+24.8% | $11,596-47.1% |