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 | $169,065 | $70,756+138.9% | $65,493+158.1% | $142,382+18.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.24% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $17,297 | $2,881+500.5% | $2,574+571.9% | $4,299+302.3% |
| Participant deferral / active EE | $7,537 | $4,637+62.5% | $3,961+90.3% | $6,507+15.8% |
| Admin fee / account holder | $7,653 | $6,559+16.7% | $5,028+52.2% | $12,624-39.4% |