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 | $165,119 | $111,724+47.8% | $93,606+76.4% | $145,922+13.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.07% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $9,813 | $3,090+217.6% | $2,420+305.5% | $4,660+110.6% |
| Participant deferral / active EE | $2,256 | $4,912-54.1% | $4,411-48.9% | $6,688-66.3% |
| Admin fee / account holder | $4,116 | $10,250-59.8% | $8,285-50.3% | $13,397-69.3% |