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 | $163,045 | $112,096+45.5% | $95,952+69.9% | $158,922+2.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.35% | 171.09%-155.7pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,766 | $3,198-44.8% | $2,541-30.5% | $4,761-62.9% |
| Participant deferral / active EE | $13,000 | $4,784+171.7% | $4,167+212.0% | $5,982+117.3% |
| Admin fee / account holder | $592 | $10,130-94.2% | $6,795-91.3% | $11,246-94.7% |