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 | $146,708 | $74,888+95.9% | $71,209+106.0% | $142,382+3.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,838 | $2,854+244.7% | $2,721+261.6% | $4,299+128.8% |
| Participant deferral / active EE | $9,262 | $4,454+107.9% | $4,175+121.8% | $6,507+42.3% |
| Admin fee / account holder | $191,357 | $5,568+3336.5% | $5,349+3477.6% | $12,624+1415.9% |