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 | $157,911 | $106,890+47.7% | $84,015+88.0% | $152,861+3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.34% | 104.99%-83.6pp | 71.31%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $6,073 | $2,734+122.1% | $1,983+206.2% | $4,762+27.5% |
| Participant deferral / active EE | $11,074 | $4,011+176.1% | $3,239+241.9% | $5,850+89.3% |
| Admin fee / account holder | $15,224 | $8,285+83.7% | $6,101+149.5% | $11,596+31.3% |