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 | $180,462 | $99,020+82.2% | $86,590+108.4% | $147,584+22.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.82% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $12,580 | $3,132+301.7% | $2,839+343.1% | $4,876+158.0% |
| Participant deferral / active EE | $8,696 | $3,972+118.9% | $3,609+141.0% | $5,439+59.9% |
| Admin fee / account holder | $40,905 | $5,710+616.3% | $4,906+733.8% | $10,885+275.8% |