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 | $196,165 | $99,020+98.1% | $86,590+126.5% | $147,584+32.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.70% | 1312.34%-1301.6pp | 964.84%-954.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $17,956 | $3,132+473.3% | $2,839+532.4% | $4,876+268.2% |
| Participant deferral / active EE | $17,763 | $3,972+347.2% | $3,609+392.2% | $5,439+226.6% |
| Admin fee / account holder | $613 | $5,710-89.3% | $4,906-87.5% | $10,885-94.4% |