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 | $147,946 | $65,409+126.2% | $98,442+50.3% | $85,850+72.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 28.08% | 21.76%+6.3pp | 1492.73%-1464.6pp | 318.53%-290.5pp |
| Employer contribution / active EE | $5,098 | $2,168+135.2% | $2,960+72.2% | $2,565+98.7% |
| Participant deferral / active EE | $9,904 | $3,166+212.8% | $4,276+131.6% | $3,952+150.6% |
| Admin fee / account holder | $358 | $4,593-92.2% | $5,949-94.0% | $6,260-94.3% |