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 | $151,228 | $91,190+65.8% | $178,490-15.3% | $79,858+89.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.52% | 24.19%-2.7pp | 151.07%-129.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $6,493 | $3,256+99.4% | $5,011+29.6% | $2,471+162.8% |
| Participant deferral / active EE | $6,553 | $3,236+102.5% | $5,202+26.0% | $3,740+75.2% |
| Admin fee / account holder | $64,338 | $6,751+853.0% | $13,984+360.1% | $5,306+1112.5% |