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 | $162,787 | $104,486+55.8% | $76,817+111.9% | $152,861+6.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.00% | 1013.37%-991.4pp | 1166.11%-1144.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,385 | $3,116+8.7% | $2,302+47.1% | $4,762-28.9% |
| Participant deferral / active EE | $1,123 | $4,236-73.5% | $3,336-66.3% | $5,850-80.8% |
| Admin fee / account holder | $5,021 | $12,275-59.1% | $6,420-21.8% | $11,596-56.7% |