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 | $188,788 | $83,902+125.0% | $167,512+12.7% | $84,808+122.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.49% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,016 | $2,264+121.6% | $3,882+29.2% | $2,631+90.6% |
| Participant deferral / active EE | $7,640 | $4,442+72.0% | $6,405+19.3% | $4,212+81.4% |
| Admin fee / account holder | $7,486 | $7,915-5.4% | $9,769-23.4% | $7,344+1.9% |