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 | $116,204 | $74,888+55.2% | $71,209+63.2% | $142,382-18.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4199.36% | 345.14%+3854.2pp | 282.51%+3916.8pp | 217.08%+3982.3pp |
| Employer contribution / active EE | $14,477 | $2,854+407.2% | $2,721+432.0% | $4,299+236.7% |
| Participant deferral / active EE | $19,566 | $4,454+339.2% | $4,175+368.6% | $6,507+200.7% |
| Admin fee / account holder | $10,298 | $5,568+84.9% | $5,349+92.5% | $12,624-18.4% |