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 | $168,258 | $100,852+66.8% | $90,404+86.1% | $158,922+5.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.31% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,071 | $3,689-43.9% | $3,262-36.5% | $4,761-56.5% |
| Participant deferral / active EE | $11,304 | $4,348+160.0% | $3,963+185.2% | $5,982+89.0% |
| Admin fee / account holder | $12,232 | $6,501+88.2% | $5,611+118.0% | $11,246+8.8% |