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 | $145,255 | $55,415+162.1% | $155,509-6.6% | $74,495+95.0% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 14.27% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $9,034 | $2,267+298.5% | $4,672+93.3% | $2,623+244.4% |
| Participant deferral / active EE | $5,529 | $2,836+95.0% | $5,626-1.7% | $4,346+27.2% |
| Admin fee / account holder | $4,309 | $1,738+147.9% | $15,912-72.9% | $1,942+121.9% |