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 | $135,228 | $76,738+76.2% | $56,411+139.7% | $145,922-7.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 2994.23%-2984.7pp | 1701.33%-1691.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $20,314 | $1,380+1372.2% | $1,039+1855.8% | $4,660+336.0% |
| Participant deferral / active EE | $10,167 | $2,623+287.7% | $1,952+420.9% | $6,688+52.0% |
| Admin fee / account holder | $1,170 | $3,334-64.9% | $2,829-58.6% | $13,397-91.3% |