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 | $163,162 | $74,888+117.9% | $71,209+129.1% | $142,382+14.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.22% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,531 | $2,854+93.8% | $2,721+103.3% | $4,299+28.6% |
| Participant deferral / active EE | $5,352 | $4,454+20.1% | $4,175+28.2% | $6,507-17.8% |
| Admin fee / account holder | $8,736 | $5,568+56.9% | $5,349+63.3% | $12,624-30.8% |