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 | $148,495 | $65,561+126.5% | $86,188+72.3% | $75,163+97.6% |
| Participation rate | 84.1% | 60.5%+23.7pp | 69.0%+15.2pp | 67.2%+17.0pp |
| Annual return | 14.32% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,556 | $1,553+193.4% | $2,380+91.4% | $2,670+70.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $682 | $5,474-87.5% | $6,852-90.0% | $5,651-87.9% |