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 7-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 | $107,132 | $72,400+48.0% | $67,502+58.7% | $145,922-26.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 7182.46%-7163.1pp | 3512.12%-3492.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $6,996 | $3,069+127.9% | $2,731+156.2% | $4,660+50.1% |
| Participant deferral / active EE | $17,013 | $4,783+255.7% | $4,000+325.3% | $6,688+154.4% |
| Admin fee / account holder | $62,262 | $5,539+1024.1% | $3,998+1457.5% | $13,397+364.7% |