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 | $164,828 | $70,587+133.5% | $124,672+32.2% | $85,850+92.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 12.90% | 20688.83%-20675.9pp | 5142.93%-5130.0pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,548 | $1,913+33.2% | $3,324-23.3% | $2,565-0.7% |
| Participant deferral / active EE | $5,174 | $2,969+74.3% | $4,614+12.1% | $3,952+30.9% |
| Admin fee / account holder | $15,628 | $5,282+195.9% | $7,493+108.6% | $6,260+149.6% |