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 | $133,448 | $70,606+89.0% | $53,898+147.6% | $142,382-6.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.23% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,967 | $1,202+230.0% | $932+325.7% | $4,299-7.7% |
| Participant deferral / active EE | $9,164 | $2,364+287.7% | $1,826+401.8% | $6,507+40.8% |
| Admin fee / account holder | $15,530 | $2,852+444.6% | $2,491+523.5% | $12,624+23.0% |