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 8-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 | $153,283 | $54,705+180.2% | $71,209+115.3% | $84,808+80.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 30.51% | 35.90%-5.4pp | 282.51%-252.0pp | 40.90%-10.4pp |
| Employer contribution / active EE | $17,072 | $2,158+691.1% | $2,721+527.4% | $2,631+548.9% |
| Participant deferral / active EE | $18,976 | $3,030+526.2% | $4,175+354.5% | $4,212+350.6% |
| Admin fee / account holder | $664 | $4,863-86.4% | $5,349-87.6% | $7,344-91.0% |