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 | $158,864 | $108,172+46.9% | $77,482+105.0% | $158,9220% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.33% | 31.67%-10.3pp | 54.79%-33.5pp | 302.83%-281.5pp |
| Employer contribution / active EE | $9,742 | $1,325+635.4% | $986+887.6% | $4,761+104.6% |
| Participant deferral / active EE | $12,005 | $2,456+388.8% | $1,861+545.0% | $5,982+100.7% |
| Admin fee / account holder | $2,500 | $3,708-32.6% | $2,858-12.5% | $11,246-77.8% |