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 | $205,072 | $72,400+183.2% | $67,502+203.8% | $145,922+40.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 7182.46%-7167.2pp | 3512.12%-3496.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,222 | $3,069+167.9% | $2,731+201.1% | $4,660+76.5% |
| Participant deferral / active EE | $4,711 | $4,783-1.5% | $4,000+17.8% | $6,688-29.6% |
| Admin fee / account holder | $8,433 | $5,539+52.3% | $3,998+111.0% | $13,397-37.1% |