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 | $188,154 | $72,400+159.9% | $67,502+178.7% | $145,922+28.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 7182.46%-7166.6pp | 3512.12%-3496.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $10,482 | $3,069+241.5% | $2,731+283.8% | $4,660+125.0% |
| Participant deferral / active EE | $10,044 | $4,783+110.0% | $4,000+151.1% | $6,688+50.2% |
| Admin fee / account holder | $1,160 | $5,539-79.1% | $3,998-71.0% | $13,397-91.3% |