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 | $161,785 | $100,773+60.5% | $88,946+81.9% | $142,382+13.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.80% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,403 | $2,918+256.6% | $2,555+307.2% | $4,299+142.0% |
| Participant deferral / active EE | $4,867 | $5,230-7.0% | $4,581+6.2% | $6,507-25.2% |
| Admin fee / account holder | $886 | $9,693-90.9% | $8,261-89.3% | $12,624-93.0% |