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 | $153,829 | $118,427+29.9% | $66,042+132.9% | $142,382+8.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 10.41% | 35.57%-25.2pp | 52.11%-41.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,518 | $2,570+114.7% | $1,579+249.4% | $4,299+28.4% |
| Participant deferral / active EE | $2,585 | $4,311-40.0% | $2,835-8.8% | $6,507-60.3% |
| Admin fee / account holder | $50,922 | $9,593+430.8% | $5,747+786.1% | $12,624+303.4% |