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 | $160,032 | $105,181+52.1% | $159,436+0.4% | $85,850+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.80% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $5,730 | $3,318+72.7% | $4,829+18.7% | $2,565+123.4% |
| Participant deferral / active EE | $6,295 | $5,945+5.9% | $7,352-14.4% | $3,952+59.3% |
| Admin fee / account holder | $34,825 | $6,933+402.3% | $10,799+222.5% | $6,260+456.3% |