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 | $158,906 | $109,327+45.3% | $89,391+77.8% | $158,9220% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.06% | 345.68%-324.6pp | 245.62%-224.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $10,865 | $3,170+242.8% | $2,586+320.2% | $4,761+128.2% |
| Participant deferral / active EE | $7,600 | $4,598+65.3% | $3,890+95.4% | $5,982+27.0% |
| Admin fee / account holder | $504 | $6,153-91.8% | $4,881-89.7% | $11,246-95.5% |