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 | $155,445 | $111,724+39.1% | $93,606+66.1% | $145,922+6.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.13% | 202.98%-192.8pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,240 | $3,090-59.9% | $2,420-48.8% | $4,660-73.4% |
| Participant deferral / active EE | $4,599 | $4,912-6.4% | $4,411+4.3% | $6,688-31.2% |
| Admin fee / account holder | $1,770 | $10,250-82.7% | $8,285-78.6% | $13,397-86.8% |