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 | $124,860 | $58,208+114.5% | $81,812+52.6% | $80,856+54.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.05% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $9,171 | $2,340+291.9% | $2,912+214.9% | $2,755+232.9% |
| Participant deferral / active EE | $6,660 | $3,281+103.0% | $4,319+54.2% | $4,296+55.0% |
| Admin fee / account holder | $30,312 | $4,981+508.5% | $7,386+310.4% | $6,918+338.2% |