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 | $193,135 | $156,846+23.1% | $121,098+59.5% | $139,434+38.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 1474.56%-1461.7pp | 985.75%-972.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,187 | $5,536+29.8% | $4,164+72.6% | $4,751+51.3% |
| Participant deferral / active EE | $10,762 | $4,844+122.2% | $4,080+163.8% | $6,710+60.4% |
| Admin fee / account holder | $35,045 | $6,946+404.6% | $5,644+520.9% | $11,403+207.3% |