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 | $148,031 | $105,998+39.7% | $92,233+60.5% | $147,584+0.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.30% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $854 | $4,333-80.3% | $3,679-76.8% | $4,876-82.5% |
| Participant deferral / active EE | $3,481 | $4,478-22.3% | $3,897-10.7% | $5,439-36.0% |
| Admin fee / account holder | $462 | $6,332-92.7% | $5,194-91.1% | $10,885-95.8% |