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 | $157,735 | $124,319+26.9% | $111,297+41.7% | $167,490-5.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.44% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $8,418 | $3,435+145.0% | $2,731+208.2% | $4,837+74.0% |
| Participant deferral / active EE | $12,962 | $5,180+150.2% | $4,487+188.9% | $6,341+104.4% |
| Admin fee / account holder | $121,259 | $10,618+1042.0% | $7,964+1422.6% | $12,309+885.1% |