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 | $155,907 | $74,888+108.2% | $71,209+118.9% | $142,382+9.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.58% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,080 | $2,854+78.0% | $2,721+86.7% | $4,299+18.2% |
| Participant deferral / active EE | $5,954 | $4,454+33.7% | $4,175+42.6% | $6,507-8.5% |
| Admin fee / account holder | $10,430 | $5,568+87.3% | $5,349+95.0% | $12,624-17.4% |