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 | $149,005 | $109,327+36.3% | $89,391+66.7% | $158,922-6.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.87% | 345.68%-332.8pp | 245.62%-232.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,271 | $3,170+66.3% | $2,586+103.9% | $4,761+10.7% |
| Participant deferral / active EE | $4,214 | $4,598-8.4% | $3,890+8.3% | $5,982-29.6% |
| Admin fee / account holder | $989 | $6,153-83.9% | $4,881-79.7% | $11,246-91.2% |