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 | $100,564 | $226,064-55.5% | $182,532-44.9% | $152,861-34.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.41% | 192.51%-165.1pp | 148.54%-121.1pp | 345.32%-317.9pp |
| Employer contribution / active EE | $7,597 | $4,978+52.6% | $4,076+86.4% | $4,762+59.5% |
| Participant deferral / active EE | $15,100 | $6,368+137.1% | $5,524+173.3% | $5,850+158.1% |
| Admin fee / account holder | $3,333 | $10,703-68.9% | $8,592-61.2% | $11,596-71.3% |