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 | $141,451 | $57,281+146.9% | $86,612+63.3% | $75,163+88.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.39% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $9,844 | $2,314+325.3% | $3,022+225.7% | $2,670+268.7% |
| Participant deferral / active EE | $7,888 | $3,318+137.8% | $4,438+77.8% | $4,125+91.2% |
| Admin fee / account holder | $14,346 | $4,112+248.9% | $5,614+155.5% | $5,651+153.9% |