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 | $146,333 | $76,000+92.5% | $154,107-5.0% | $64,186+128.0% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | 17.57% | 30.32%-12.8pp | 735.12%-717.6pp | 7.63%+9.9pp |
| Employer contribution / active EE | $19,164 | $3,351+471.9% | $5,298+261.8% | $2,381+704.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21,354 | $5,596+281.6% | $13,411+59.2% | $4,888+336.9% |