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 | $151,921 | $112,096+35.5% | $95,952+58.3% | $158,922-4.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.19% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,650 | $3,198+45.4% | $2,541+83.0% | $4,761-2.3% |
| Participant deferral / active EE | $3,667 | $4,784-23.4% | $4,167-12.0% | $5,982-38.7% |
| Admin fee / account holder | $4,835 | $10,130-52.3% | $6,795-28.8% | $11,246-57.0% |