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 | $152,390 | $126,574+20.4% | $106,213+43.5% | $145,922+4.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.48% | 224.79%-208.3pp | 116.14%-99.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,826 | $3,730+29.4% | $3,171+52.2% | $4,660+3.6% |
| Participant deferral / active EE | $10,530 | $5,724+84.0% | $5,016+109.9% | $6,688+57.5% |
| Admin fee / account holder | $4,726 | $17,304-72.7% | $11,033-57.2% | $13,397-64.7% |