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 | $104,696 | $70,606+48.3% | $53,898+94.3% | $142,382-26.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.30% | 619.81%-607.5pp | 528.60%-516.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,075 | $1,202-10.6% | $932+15.3% | $4,299-75.0% |
| Participant deferral / active EE | $4,600 | $2,364+94.6% | $1,826+151.9% | $6,507-29.3% |
| Admin fee / account holder | $11,938 | $2,852+318.6% | $2,491+379.3% | $12,624-5.4% |