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 | $149,235 | $104,907+42.3% | $84,611+76.4% | $152,861-2.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.78% | 373.79%-357.0pp | 258.74%-242.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $6,227 | $3,302+88.6% | $2,652+134.8% | $4,762+30.7% |
| Participant deferral / active EE | $5,171 | $4,688+10.3% | $3,899+32.6% | $5,850-11.6% |
| Admin fee / account holder | $64,777 | $6,241+938.0% | $4,912+1218.7% | $11,596+458.6% |