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 | $155,267 | $95,416+62.7% | $185,823-16.4% | $85,850+80.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.55% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,337 | $3,314+61.1% | $5,167+3.3% | $2,565+108.1% |
| Participant deferral / active EE | $7,949 | $3,423+132.2% | $5,568+42.8% | $3,952+101.1% |
| Admin fee / account holder | $411 | $7,213-94.3% | $16,237-97.5% | $6,260-93.4% |