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 4-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 | $113,195 | $70,606+60.3% | $53,898+110.0% | $142,382-20.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.51% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,550 | $1,202+528.0% | $932+710.0% | $4,299+75.6% |
| Participant deferral / active EE | $3,464 | $2,364+46.6% | $1,826+89.7% | $6,507-46.8% |
| Admin fee / account holder | $5,765 | $2,852+102.2% | $2,491+131.5% | $12,624-54.3% |