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 | $169,555 | $226,064-25.0% | $182,532-7.1% | $152,861+10.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.71% | 192.51%-173.8pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,054 | $4,978+61.8% | $4,076+97.6% | $4,762+69.1% |
| Participant deferral / active EE | $5,057 | $6,368-20.6% | $5,524-8.5% | $5,850-13.6% |
| Admin fee / account holder | $5,201 | $10,703-51.4% | $8,592-39.5% | $11,596-55.2% |