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 4-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 | $158,594 | $102,317+55.0% | $146,958+7.9% | $80,856+96.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.25% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,134 | $3,713-15.6% | $4,933-36.5% | $2,755+13.8% |
| Participant deferral / active EE | $7,271 | $6,644+9.4% | $8,070-9.9% | $4,296+69.3% |
| Admin fee / account holder | $7,074 | $7,941-10.9% | $12,998-45.6% | $6,918+2.2% |