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 | $129,015 | $58,927+118.9% | $76,817+68.0% | $72,985+76.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 24.62% | 2305.64%-2281.0pp | 1166.11%-1141.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $6,236 | $1,787+249.0% | $2,302+170.9% | $2,440+155.6% |
| Participant deferral / active EE | $3,194 | $2,690+18.7% | $3,336-4.3% | $3,607-11.5% |
| Admin fee / account holder | $23,409 | $4,013+483.4% | $6,420+264.6% | $5,124+356.8% |