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 | $152,956 | $112,096+36.5% | $95,952+59.4% | $158,922-3.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.97% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,769 | $3,198-44.7% | $2,541-30.4% | $4,761-62.8% |
| Participant deferral / active EE | $3,522 | $4,784-26.4% | $4,167-15.5% | $5,982-41.1% |
| Admin fee / account holder | $9,363 | $10,130-7.6% | $6,795+37.8% | $11,246-16.7% |