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 | $159,452 | $104,907+52.0% | $84,611+88.5% | $152,861+4.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.96% | 373.79%-352.8pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,850 | $3,302+46.9% | $2,652+82.9% | $4,762+1.8% |
| Participant deferral / active EE | $9,281 | $4,688+98.0% | $3,899+138.0% | $5,850+58.6% |
| Admin fee / account holder | $2,548 | $6,241-59.2% | $4,912-48.1% | $11,596-78.0% |