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 | $151,517 | $102,317+48.1% | $146,958+3.1% | $80,856+87.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.68% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,095 | $3,713-16.7% | $4,933-37.3% | $2,755+12.3% |
| Participant deferral / active EE | $11,117 | $6,644+67.3% | $8,070+37.8% | $4,296+158.8% |
| Admin fee / account holder | $14,841 | $7,941+86.9% | $12,998+14.2% | $6,918+114.5% |