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 6-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 | $140,912 | $70,606+99.6% | $53,898+161.4% | $142,382-1.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.41% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,064 | $1,202-11.5% | $932+14.1% | $4,299-75.3% |
| Participant deferral / active EE | $13,789 | $2,364+483.3% | $1,826+655.0% | $6,507+111.9% |
| Admin fee / account holder | $982 | $2,852-65.6% | $2,491-60.6% | $12,624-92.2% |