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 | $162,868 | $138,065+18.0% | $123,544+31.8% | $135,375+20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 12.38% | 153.68%-141.3pp | 119.20%-106.8pp | 519.73%-507.4pp |
| Employer contribution / active EE | $2,596 | $5,151-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $7,563 | $6,799+11.2% | $6,426+17.7% | $5,609+34.8% |
| Admin fee / account holder | $1,896 | $10,916-82.6% | $9,284-79.6% | $10,827-82.5% |