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 3-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 | $142,982 | $70,756+102.1% | $65,493+118.3% | $142,382+0.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.38% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,670 | $2,881+27.4% | $2,574+42.6% | $4,299-14.6% |
| Participant deferral / active EE | $10,566 | $4,637+127.9% | $3,961+166.8% | $6,507+62.4% |
| Admin fee / account holder | $493 | $6,559-92.5% | $5,028-90.2% | $12,624-96.1% |