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 | $150,354 | $109,817+36.9% | $98,442+52.7% | $167,490-10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.60% | 1956.69%-1928.1pp | 1492.73%-1464.1pp | 478.56%-450.0pp |
| Employer contribution / active EE | $6,553 | $3,224+103.3% | $2,960+121.4% | $4,837+35.5% |
| Participant deferral / active EE | $7,493 | $4,673+60.3% | $4,276+75.2% | $6,341+18.2% |
| Admin fee / account holder | $2,314 | $6,753-65.7% | $5,949-61.1% | $12,309-81.2% |