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 | $118,977 | $63,346+87.8% | $92,233+29.0% | $70,131+69.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.96% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $7,765 | $2,471+214.2% | $3,679+111.1% | $2,342+231.5% |
| Participant deferral / active EE | $3,943 | $2,854+38.2% | $3,897+1.2% | $3,332+18.3% |
| Admin fee / account holder | $6,789 | $3,840+76.8% | $5,194+30.7% | $4,645+46.1% |