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 | $143,376 | $133,922+7.1% | $116,228+23.4% | $142,382+0.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.02% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,465 | $3,446+29.6% | $2,994+49.1% | $4,299+3.9% |
| Participant deferral / active EE | $4,573 | $5,672-19.4% | $4,953-7.7% | $6,507-29.7% |
| Admin fee / account holder | $631 | $14,945-95.8% | $11,989-94.7% | $12,624-95.0% |