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 | $177,471 | $111,724+58.8% | $93,606+89.6% | $145,922+21.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.41% | 202.98%-194.6pp | 133.20%-124.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $11,952 | $3,090+286.9% | $2,420+393.9% | $4,660+156.5% |
| Participant deferral / active EE | $7,273 | $4,912+48.1% | $4,411+64.9% | $6,688+8.8% |
| Admin fee / account holder | $905 | $10,250-91.2% | $8,285-89.1% | $13,397-93.2% |