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 | $166,967 | $106,890+56.2% | $84,015+98.7% | $152,861+9.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.69% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,094 | $2,734+49.7% | $1,983+106.4% | $4,762-14.0% |
| Participant deferral / active EE | $11,756 | $4,011+193.1% | $3,239+263.0% | $5,850+101.0% |
| Admin fee / account holder | $3,482 | $8,285-58.0% | $6,101-42.9% | $11,596-70.0% |