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 | $156,232 | $150,187+4.0% | $120,354+29.8% | $145,922+7.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.33% | 154.07%-130.7pp | 107.15%-83.8pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,829 | $4,348-57.9% | $3,463-47.2% | $4,660-60.7% |
| Participant deferral / active EE | $9,145 | $6,173+48.1% | $4,991+83.2% | $6,688+36.7% |
| Admin fee / account holder | $11,654 | $12,207-4.5% | $9,423+23.7% | $13,397-13.0% |