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 | $182,111 | $107,334+69.7% | $92,893+96.0% | $152,861+19.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.73% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,016 | $4,221-52.2% | $3,653-44.8% | $4,762-57.7% |
| Participant deferral / active EE | $6,378 | $4,845+31.6% | $4,236+50.6% | $5,850+9.0% |
| Admin fee / account holder | $21,834 | $7,079+208.4% | $5,794+276.8% | $11,596+88.3% |