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 | $151,752 | $57,281+164.9% | $86,612+75.2% | $75,163+101.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.89% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,211 | $2,314+125.2% | $3,022+72.4% | $2,670+95.2% |
| Participant deferral / active EE | $11,474 | $3,318+245.9% | $4,438+158.6% | $4,125+178.2% |
| Admin fee / account holder | $1,180 | $4,112-71.3% | $5,614-79.0% | $5,651-79.1% |