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 | $200,931 | $124,185+61.8% | $108,410+85.3% | $167,490+20.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.74% | 1379.64%-1366.9pp | 905.27%-892.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,800 | $4,187-57.0% | $3,558-49.4% | $4,837-62.8% |
| Participant deferral / active EE | $5,544 | $6,908-19.8% | $6,563-15.5% | $6,341-12.6% |
| Admin fee / account holder | $34,303 | $9,455+262.8% | $7,295+370.2% | $12,309+178.7% |