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 | $160,011 | $96,128+66.5% | $136,007+17.6% | $80,856+97.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 28.26% | 28.71%-0.4pp | 579.32%-551.1pp | 35.59%-7.3pp |
| Employer contribution / active EE | $3,401 | $3,351+1.5% | $4,217-19.3% | $2,755+23.5% |
| Participant deferral / active EE | $2,455 | $5,709-57.0% | $7,025-65.0% | $4,296-42.8% |
| Admin fee / account holder | $1,903 | $8,236-76.9% | $6,858-72.2% | $6,918-72.5% |