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 | $136,799 | $90,348+51.4% | $75,972+80.1% | $145,922-6.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.63% | 620.88%-604.2pp | 359.55%-342.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $9,376 | $3,311+183.2% | $2,685+249.2% | $4,660+101.2% |
| Participant deferral / active EE | $7,625 | $5,162+47.7% | $4,255+79.2% | $6,688+14.0% |
| Admin fee / account holder | $405 | $8,467-95.2% | $6,467-93.7% | $13,397-97.0% |