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 | $152,687 | $74,888+103.9% | $71,209+114.4% | $142,382+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.04% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,135 | $2,854+114.9% | $2,721+125.5% | $4,299+42.7% |
| Participant deferral / active EE | $14,491 | $4,454+225.3% | $4,175+247.1% | $6,507+122.7% |
| Admin fee / account holder | $1,443 | $5,568-74.1% | $5,349-73.0% | $12,624-88.6% |