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 | $161,053 | $114,047+41.2% | $96,139+67.5% | $167,490-3.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.11% | 189.88%-178.8pp | 191.94%-180.8pp | 478.56%-467.4pp |
| Employer contribution / active EE | $8,268 | $3,427+141.3% | $2,797+195.6% | $4,837+70.9% |
| Participant deferral / active EE | $1,780 | $5,194-65.7% | $4,349-59.1% | $6,341-71.9% |
| Admin fee / account holder | $12,217 | $6,897+77.1% | $5,537+120.6% | $12,309-0.7% |