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 | $143,623 | $112,881+27.2% | $90,951+57.9% | $158,922-9.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.19% | 215.79%-194.6pp | 134.60%-113.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,125 | $2,893-26.6% | $2,122+0.1% | $4,761-55.4% |
| Participant deferral / active EE | $5,244 | $4,128+27.0% | $3,373+55.5% | $5,982-12.3% |
| Admin fee / account holder | $8,597 | $8,041+6.9% | $5,959+44.3% | $11,246-23.6% |