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 | $143,490 | $112,881+27.1% | $90,951+57.8% | $158,922-9.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 215.79%-199.8pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,890 | $2,893-0.1% | $2,122+36.2% | $4,761-39.3% |
| Participant deferral / active EE | $3,635 | $4,128-11.9% | $3,373+7.8% | $5,982-39.2% |
| Admin fee / account holder | $14,321 | $8,041+78.1% | $5,959+140.3% | $11,246+27.3% |