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 | $147,174 | $74,888+96.5% | $71,209+106.7% | $142,382+3.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.67% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $13,913 | $2,854+387.4% | $2,721+411.3% | $4,299+223.6% |
| Participant deferral / active EE | $10,796 | $4,454+142.4% | $4,175+158.6% | $6,507+65.9% |
| Admin fee / account holder | $20,547 | $5,568+269.0% | $5,349+284.1% | $12,624+62.8% |