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 | $160,386 | $83,902+91.2% | $167,512-4.3% | $84,808+89.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.98% | 91.55%-73.6pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,236 | $2,264+263.8% | $3,882+112.2% | $2,631+213.1% |
| Participant deferral / active EE | $10,775 | $4,442+142.5% | $6,405+68.2% | $4,212+155.8% |
| Admin fee / account holder | $5,897 | $7,915-25.5% | $9,769-39.6% | $7,344-19.7% |