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 | $190,454 | $99,020+92.3% | $86,590+119.9% | $147,584+29.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.61% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $11,596 | $3,132+270.3% | $2,839+308.4% | $4,876+137.8% |
| Participant deferral / active EE | $4,725 | $3,972+18.9% | $3,609+30.9% | $5,439-13.1% |
| Admin fee / account holder | $29,775 | $5,710+421.4% | $4,906+507.0% | $10,885+173.5% |