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 5-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 | $170,832 | $109,982+55.3% | $97,226+75.7% | $145,922+17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.38% | 242.90%-224.5pp | 75.13%-56.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,604 | $3,084+16.9% | $2,729+32.1% | $4,660-22.6% |
| Participant deferral / active EE | $17,425 | $4,676+272.7% | $4,264+308.7% | $6,688+160.5% |
| Admin fee / account holder | $47,673 | $6,221+666.4% | $5,654+743.2% | $13,397+255.8% |