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 | $158,747 | $112,096+41.6% | $95,952+65.4% | $158,922-0.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.91% | 171.09%-160.2pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $8,557 | $3,198+167.6% | $2,541+236.8% | $4,761+79.7% |
| Participant deferral / active EE | $4,133 | $4,784-13.6% | $4,167-0.8% | $5,982-30.9% |
| Admin fee / account holder | $1,407 | $10,130-86.1% | $6,795-79.3% | $11,246-87.5% |