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 | $145,580 | $109,982+32.4% | $97,226+49.7% | $145,922-0.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.34% | 242.90%-231.6pp | 75.13%-63.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,387 | $3,084-22.6% | $2,729-12.5% | $4,660-48.8% |
| Participant deferral / active EE | $9,038 | $4,676+93.3% | $4,264+112.0% | $6,688+35.1% |
| Admin fee / account holder | $518 | $6,221-91.7% | $5,654-90.8% | $13,397-96.1% |