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 | $155,743 | $126,574+23.0% | $106,213+46.6% | $145,922+6.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.46% | 224.79%-196.3pp | 116.14%-87.7pp | 561.29%-532.8pp |
| Employer contribution / active EE | $4,781 | $3,730+28.2% | $3,171+50.8% | $4,660+2.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,416 | $17,304-91.8% | $11,033-87.2% | $13,397-89.4% |