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 | $204,442 | $97,757+109.1% | $83,848+143.8% | $135,375+51.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 12.68% | 1287.37%-1274.7pp | 850.88%-838.2pp | 519.73%-507.1pp |
| Employer contribution / active EE | $12,732 | $4,222+201.6% | $3,631+250.7% | $4,779+166.4% |
| Participant deferral / active EE | $2,088 | $4,682-55.4% | $4,082-48.8% | $5,609-62.8% |
| Admin fee / account holder | $489 | $6,674-92.7% | $5,478-91.1% | $10,827-95.5% |