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 | $162,318 | $133,922+21.2% | $116,228+39.7% | $142,382+14.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.45% | 147.76%-124.3pp | 90.06%-66.6pp | 217.08%-193.6pp |
| Employer contribution / active EE | $9,849 | $3,446+185.8% | $2,994+228.9% | $4,299+129.1% |
| Participant deferral / active EE | $14,642 | $5,672+158.1% | $4,953+195.6% | $6,507+125.0% |
| Admin fee / account holder | $1,104 | $14,945-92.6% | $11,989-90.8% | $12,624-91.3% |