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 | $199,519 | $76,738+160.0% | $56,411+253.7% | $145,922+36.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.37% | 2994.23%-2975.9pp | 1701.33%-1683.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $7,144 | $1,380+417.7% | $1,039+587.8% | $4,660+53.3% |
| Participant deferral / active EE | $11,232 | $2,623+328.3% | $1,952+475.5% | $6,688+68.0% |
| Admin fee / account holder | $864 | $3,334-74.1% | $2,829-69.4% | $13,397-93.5% |