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 | $156,970 | $115,770+35.6% | $101,248+55.0% | $158,922-1.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.78% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $5,617 | $4,175+34.5% | $3,660+53.5% | $4,761+18.0% |
| Participant deferral / active EE | $18,857 | $4,957+280.4% | $4,370+331.5% | $5,982+215.2% |
| Admin fee / account holder | $180,911 | $7,245+2397.0% | $5,945+2942.8% | $11,246+1508.7% |