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 | $143,004 | $109,982+30.0% | $97,226+47.1% | $145,922-2.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.59% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $11,111 | $3,084+260.3% | $2,729+307.2% | $4,660+138.5% |
| Participant deferral / active EE | $2,914 | $4,676-37.7% | $4,264-31.7% | $6,688-56.4% |
| Admin fee / account holder | $99,899 | $6,221+1505.9% | $5,654+1667.0% | $13,397+645.7% |