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 | $158,156 | $99,020+59.7% | $86,590+82.6% | $147,584+7.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.52% | 1312.34%-1302.8pp | 964.84%-955.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,852 | $3,132-8.9% | $2,839+0.4% | $4,876-41.5% |
| Participant deferral / active EE | $2,904 | $3,972-26.9% | $3,609-19.5% | $5,439-46.6% |
| Admin fee / account holder | $33,941 | $5,710+494.4% | $4,906+591.9% | $10,885+211.8% |