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 | $161,639 | $107,334+50.6% | $92,893+74.0% | $152,861+5.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.29% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $12,204 | $4,221+189.1% | $3,653+234.1% | $4,762+156.3% |
| Participant deferral / active EE | $11,326 | $4,845+133.8% | $4,236+167.4% | $5,850+93.6% |
| Admin fee / account holder | $4,457 | $7,079-37.0% | $5,794-23.1% | $11,596-61.6% |