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 | $160,176 | $70,606+126.9% | $53,898+197.2% | $142,382+12.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.24% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $18,629 | $1,202+1449.7% | $932+1898.7% | $4,299+333.3% |
| Participant deferral / active EE | $19,084 | $2,364+707.3% | $1,826+945.0% | $6,507+193.3% |
| Admin fee / account holder | $1,368 | $2,852-52.0% | $2,491-45.1% | $12,624-89.2% |