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 | $147,352 | $111,724+31.9% | $93,606+57.4% | $145,922+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.22% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,161 | $3,090-62.4% | $2,420-52.0% | $4,660-75.1% |
| Participant deferral / active EE | $5,954 | $4,912+21.2% | $4,411+35.0% | $6,688-11.0% |
| Admin fee / account holder | $30,770 | $10,250+200.2% | $8,285+271.4% | $13,397+129.7% |