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 5-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 | $158,943 | $83,902+89.4% | $167,512-5.1% | $84,808+87.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.23% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,882 | $2,264+159.8% | $3,882+51.5% | $2,631+123.6% |
| Participant deferral / active EE | $8,868 | $4,442+99.6% | $6,405+38.5% | $4,212+110.6% |
| Admin fee / account holder | $18,679 | $7,915+136.0% | $9,769+91.2% | $7,344+154.3% |