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 | $72,126 | $183,519-60.7% | $155,509-53.6% | $145,922-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $17,067 | $5,313+221.2% | $4,672+265.3% | $4,660+266.3% |
| Participant deferral / active EE | $13,500 | $6,462+108.9% | $5,626+139.9% | $6,688+101.9% |
| Admin fee / account holder | $143,898 | $19,313+645.1% | $15,912+804.3% | $13,397+974.1% |