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 | $140,888 | $73,515+91.6% | $62,995+123.6% | $147,584-4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.52% | 175.43%-160.9pp | 87.57%-73.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $9,134 | $3,320+175.1% | $2,759+231.1% | $4,876+87.3% |
| Participant deferral / active EE | $11,343 | $4,185+171.1% | $3,329+240.7% | $5,439+108.6% |
| Admin fee / account holder | $9,001 | $5,953+51.2% | $3,600+150.0% | $10,885-17.3% |