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 | $136,185 | $106,890+27.4% | $84,015+62.1% | $152,861-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.85% | 104.99%-89.1pp | 71.31%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,029 | $2,734-25.8% | $1,983+2.3% | $4,762-57.4% |
| Participant deferral / active EE | $5,485 | $4,011+36.7% | $3,239+69.4% | $5,850-6.2% |
| Admin fee / account holder | $48,930 | $8,285+490.6% | $6,101+702.0% | $11,596+321.9% |