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 | $168,660 | $102,317+64.8% | $146,958+14.8% | $80,856+108.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.72% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,517 | $3,713+48.6% | $4,933+11.8% | $2,755+100.3% |
| Participant deferral / active EE | $12,820 | $6,644+93.0% | $8,070+58.9% | $4,296+198.4% |
| Admin fee / account holder | $4,164 | $7,941-47.6% | $12,998-68.0% | $6,918-39.8% |