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 | $137,615 | $112,096+22.8% | $95,952+43.4% | $158,922-13.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.71% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,863 | $3,198+83.3% | $2,541+130.7% | $4,761+23.1% |
| Participant deferral / active EE | $10,766 | $4,784+125.0% | $4,167+158.4% | $5,982+80.0% |
| Admin fee / account holder | $3,162 | $10,130-68.8% | $6,795-53.5% | $11,246-71.9% |