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 | $141,431 | $99,020+42.8% | $86,590+63.3% | $147,584-4.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $8,336 | $3,132+166.2% | $2,839+193.6% | $4,876+71.0% |
| Participant deferral / active EE | $4,033 | $3,972+1.5% | $3,609+11.7% | $5,439-25.9% |
| Admin fee / account holder | $363 | $5,710-93.6% | $4,906-92.6% | $10,885-96.7% |