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 | $147,771 | $88,751+66.5% | $81,812+80.6% | $145,922+1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,415 | $3,083+140.5% | $2,912+154.6% | $4,660+59.1% |
| Participant deferral / active EE | $1,223 | $4,643-73.7% | $4,319-71.7% | $6,688-81.7% |
| Admin fee / account holder | $7,356 | $8,415-12.6% | $7,386-0.4% | $13,397-45.1% |