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 | $143,933 | $99,020+45.4% | $86,590+66.2% | $147,584-2.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.17% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,265 | $3,132+4.2% | $2,839+15.0% | $4,876-33.0% |
| Participant deferral / active EE | $5,418 | $3,972+36.4% | $3,609+50.1% | $5,439-0.4% |
| Admin fee / account holder | $21,361 | $5,710+274.1% | $4,906+335.4% | $10,885+96.2% |