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 | $169,117 | $111,724+51.4% | $93,606+80.7% | $145,922+15.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.86% | 202.98%-192.1pp | 133.20%-122.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,162 | $3,090-62.4% | $2,420-52.0% | $4,660-75.1% |
| Participant deferral / active EE | $4,245 | $4,912-13.6% | $4,411-3.8% | $6,688-36.5% |
| Admin fee / account holder | $450 | $10,250-95.6% | $8,285-94.6% | $13,397-96.6% |