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 | $152,758 | $159,901-4.5% | $146,958+3.9% | $145,922+4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $7,427 | $5,286+40.5% | $4,933+50.6% | $4,660+59.4% |
| Participant deferral / active EE | $10,300 | $8,428+22.2% | $8,070+27.6% | $6,688+54.0% |
| Admin fee / account holder | $68,183 | $15,044+353.2% | $12,998+424.6% | $13,397+408.9% |