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 | $164,003 | $109,817+49.3% | $98,442+66.6% | $167,490-2.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 13.68% | 1956.69%-1943.0pp | 1492.73%-1479.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,337 | $3,224-27.5% | $2,960-21.0% | $4,837-51.7% |
| Participant deferral / active EE | $6,736 | $4,673+44.1% | $4,276+57.5% | $6,341+6.2% |
| Admin fee / account holder | $1,127 | $6,753-83.3% | $5,949-81.1% | $12,309-90.8% |