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 | $159,574 | $99,877+59.8% | $84,966+87.8% | $145,922+9.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.62% | 83.76%-60.1pp | 66.38%-42.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $9,936 | $3,231+207.5% | $2,727+264.3% | $4,660+113.2% |
| Participant deferral / active EE | $11,875 | $5,291+124.5% | $4,519+162.8% | $6,688+77.6% |
| Admin fee / account holder | $1,250 | $7,248-82.8% | $6,149-79.7% | $13,397-90.7% |