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 8-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 | $166,390 | $110,809+50.2% | $86,874+91.5% | $167,490-0.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.50% | 116.98%-101.5pp | 63.52%-48.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,693 | $3,244+13.8% | $2,495+48.0% | $4,837-23.7% |
| Participant deferral / active EE | $5,540 | $4,546+21.9% | $3,699+49.8% | $6,341-12.6% |
| Admin fee / account holder | $4,951 | $8,415-41.2% | $5,828-15.0% | $12,309-59.8% |