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 | $150,269 | $185,822-19.1% | $169,993-11.6% | $139,434+7.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.83% | 60.50%-33.7pp | 53.37%-26.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $18,010 | $7,590+137.3% | $6,785+165.4% | $4,751+279.1% |
| Participant deferral / active EE | $12,497 | $11,622+7.5% | $10,408+20.1% | $6,710+86.2% |
| Admin fee / account holder | $41,905 | $15,381+172.5% | $12,815+227.0% | $11,403+267.5% |