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 | $177,689 | $114,047+55.8% | $96,139+84.8% | $167,490+6.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.67% | 189.88%-177.2pp | 191.94%-179.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,395 | $3,427-30.1% | $2,797-14.4% | $4,837-50.5% |
| Participant deferral / active EE | $11,437 | $5,194+120.2% | $4,349+163.0% | $6,341+80.4% |
| Admin fee / account holder | $1,478 | $6,897-78.6% | $5,537-73.3% | $12,309-88.0% |