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 | $152,323 | $97,757+55.8% | $83,848+81.7% | $135,375+12.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.57% | 1287.37%-1276.8pp | 850.88%-840.3pp | 519.73%-509.2pp |
| Employer contribution / active EE | $2,862 | $4,222-32.2% | $3,631-21.2% | $4,779-40.1% |
| Participant deferral / active EE | $7,594 | $4,682+62.2% | $4,082+86.1% | $5,609+35.4% |
| Admin fee / account holder | $584 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |