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 | $157,649 | $138,065+14.2% | $123,544+27.6% | $135,375+16.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.83% | 153.68%-148.9pp | 119.20%-114.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $2,474 | $5,151-52.0% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $4,964 | $6,799-27.0% | $6,426-22.7% | $5,609-11.5% |
| Admin fee / account holder | $33,658 | $10,916+208.3% | $9,284+262.5% | $10,827+210.9% |