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 | $163,551 | $74,888+118.4% | $71,209+129.7% | $142,382+14.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.73% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,589 | $2,854+25.7% | $2,721+31.9% | $4,299-16.5% |
| Participant deferral / active EE | $8,475 | $4,454+90.3% | $4,175+103.0% | $6,507+30.2% |
| Admin fee / account holder | $31,790 | $5,568+470.9% | $5,349+494.3% | $12,624+151.8% |