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 | $161,830 | $137,414+17.8% | $189,513-14.6% | $85,850+88.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.88% | 38.14%-21.3pp | 555.15%-538.3pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,598 | $4,344-40.2% | $6,162-57.8% | $2,565+1.3% |
| Participant deferral / active EE | $4,611 | $6,260-26.3% | $8,221-43.9% | $3,952+16.7% |
| Admin fee / account holder | $12,196 | $8,630+41.3% | $12,045+1.3% | $6,260+94.8% |