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 | $167,824 | $96,635+73.7% | $86,612+93.8% | $139,434+20.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.90% | 106.41%-83.5pp | 591.07%-568.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,436 | $3,263+5.3% | $3,022+13.7% | $4,751-27.7% |
| Participant deferral / active EE | $8,505 | $4,836+75.9% | $4,438+91.6% | $6,710+26.7% |
| Admin fee / account holder | $1,368 | $6,408-78.6% | $5,614-75.6% | $11,403-88.0% |