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 6-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 | $160,574 | $100,773+59.3% | $88,946+80.5% | $142,382+12.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.55% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,025 | $2,918-30.6% | $2,555-20.7% | $4,299-52.9% |
| Participant deferral / active EE | $2,700 | $5,230-48.4% | $4,581-41.1% | $6,507-58.5% |
| Admin fee / account holder | $13,739 | $9,693+41.7% | $8,261+66.3% | $12,624+8.8% |