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 | $234,172 | $104,486+124.1% | $76,817+204.8% | $152,861+53.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 15.68% | 1013.37%-997.7pp | 1166.11%-1150.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,124 | $3,116+0.3% | $2,302+35.7% | $4,762-34.4% |
| Participant deferral / active EE | $4,781 | $4,236+12.9% | $3,336+43.3% | $5,850-18.3% |
| Admin fee / account holder | $2,939 | $12,275-76.1% | $6,420-54.2% | $11,596-74.7% |