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 | $182,476 | $104,974+73.8% | $95,585+90.9% | $142,382+28.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.75% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $10,411 | $2,779+274.7% | $2,527+312.1% | $4,299+142.2% |
| Participant deferral / active EE | $6,136 | $4,352+41.0% | $4,023+52.5% | $6,507-5.7% |
| Admin fee / account holder | $58,778 | $6,386+820.4% | $6,127+859.3% | $12,624+365.6% |