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 | $167,165 | $109,327+52.9% | $89,391+87.0% | $158,922+5.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.57% | 345.68%-340.1pp | 245.62%-240.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $10,120 | $3,170+219.3% | $2,586+291.4% | $4,761+112.6% |
| Participant deferral / active EE | $7,333 | $4,598+59.5% | $3,890+88.5% | $5,982+22.6% |
| Admin fee / account holder | $28,571 | $6,153+364.4% | $4,881+485.3% | $11,246+154.1% |