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 | $146,581 | $83,902+74.7% | $167,512-12.5% | $84,808+72.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.14% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,233 | $2,264+175.3% | $3,882+60.6% | $2,631+136.9% |
| Participant deferral / active EE | $7,860 | $4,442+76.9% | $6,405+22.7% | $4,212+86.6% |
| Admin fee / account holder | $69,172 | $7,915+773.9% | $9,769+608.1% | $7,344+841.9% |