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 | $161,082 | $102,966+56.4% | $90,281+78.4% | $152,861+5.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.43% | 95.16%-83.7pp | 78.10%-66.7pp | 345.32%-333.9pp |
| Employer contribution / active EE | $13,618 | $3,139+333.9% | $2,854+377.1% | $4,762+186.0% |
| Participant deferral / active EE | $4,552 | $4,281+6.3% | $3,885+17.1% | $5,850-22.2% |
| Admin fee / account holder | $87,681 | $6,171+1320.9% | $5,351+1538.5% | $11,596+656.1% |