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 | $165,108 | $118,919+38.8% | $88,538+86.5% | $152,861+8.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 13.62% | 47.92%-34.3pp | 43.64%-30.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $4,765 | $2,669+78.6% | $2,098+127.1% | $4,762+0.1% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $973 | $5,876-83.4% | $4,310-77.4% | $11,596-91.6% |