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 | $158,001 | $99,020+59.6% | $86,590+82.5% | $147,584+7.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.91% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,405 | $3,132-55.1% | $2,839-50.5% | $4,876-71.2% |
| Participant deferral / active EE | $9,049 | $3,972+127.8% | $3,609+150.8% | $5,439+66.4% |
| Admin fee / account holder | $60,000 | $5,710+950.7% | $4,906+1123.1% | $10,885+451.2% |