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 | $181,124 | $114,047+58.8% | $96,139+88.4% | $167,490+8.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.65% | 189.88%-173.2pp | 191.94%-175.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,248 | $3,427-63.6% | $2,797-55.4% | $4,837-74.2% |
| Participant deferral / active EE | $13,613 | $5,194+162.1% | $4,349+213.0% | $6,341+114.7% |
| Admin fee / account holder | $929 | $6,897-86.5% | $5,537-83.2% | $12,309-92.5% |