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 | $164,519 | $96,635+70.2% | $86,612+89.9% | $139,434+18.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.96% | 106.41%-90.5pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,509 | $3,263+7.6% | $3,022+16.1% | $4,751-26.1% |
| Participant deferral / active EE | $4,373 | $4,836-9.6% | $4,438-1.5% | $6,710-34.8% |
| Admin fee / account holder | $31,493 | $6,408+391.5% | $5,614+461.0% | $11,403+176.2% |