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 | $159,577 | $185,200-13.8% | $142,863+11.7% | $167,490-4.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.67% | 8555.70%-8544.0pp | 5637.54%-5625.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $9,752 | $5,604+74.0% | $4,144+135.3% | $4,837+101.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,152 | $8,031-73.2% | $6,560-67.2% | $12,309-82.5% |