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 | $158,737 | $126,574+25.4% | $106,213+49.5% | $145,922+8.8% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.47% | 224.79%-215.3pp | 116.14%-106.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $11,111 | $3,730+197.9% | $3,171+250.3% | $4,660+138.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,890 | $17,304-60.2% | $11,033-37.6% | $13,397-48.6% |