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 | $236,645 | $88,751+166.6% | $81,812+189.3% | $145,922+62.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.74% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,551 | $3,083+47.6% | $2,912+56.3% | $4,660-2.3% |
| Participant deferral / active EE | $10,791 | $4,643+132.4% | $4,319+149.9% | $6,688+61.4% |
| Admin fee / account holder | $1,945 | $8,415-76.9% | $7,386-73.7% | $13,397-85.5% |