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 | $169,105 | $99,020+70.8% | $86,590+95.3% | $147,584+14.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.02% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,491 | $3,132+107.2% | $2,839+128.6% | $4,876+33.1% |
| Participant deferral / active EE | $6,587 | $3,972+65.8% | $3,609+82.5% | $5,439+21.1% |
| Admin fee / account holder | $15,146 | $5,710+165.2% | $4,906+208.7% | $10,885+39.1% |