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 | $149,780 | $91,538+63.6% | $129,995+15.2% | $75,163+99.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 26.90% | -631.11%+658.0pp | -137.18%+164.1pp | 160.62%-133.7pp |
| Employer contribution / active EE | $3,168 | $2,845+11.3% | $4,320-26.7% | $2,670+18.7% |
| Participant deferral / active EE | $12,062 | $4,341+177.9% | $5,820+107.2% | $4,125+192.4% |
| Admin fee / account holder | $13,807 | $6,790+103.3% | $10,614+30.1% | $5,651+144.3% |