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 | $154,809 | $111,724+38.6% | $93,606+65.4% | $145,922+6.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.47% | 202.98%-193.5pp | 133.20%-123.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $10,555 | $3,090+241.6% | $2,420+336.2% | $4,660+126.5% |
| Participant deferral / active EE | $7,251 | $4,912+47.6% | $4,411+64.4% | $6,688+8.4% |
| Admin fee / account holder | $3,569 | $10,250-65.2% | $8,285-56.9% | $13,397-73.4% |