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 | $172,303 | $111,724+54.2% | $93,606+84.1% | $145,922+18.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.73% | 202.98%-191.2pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,000 | $3,090+126.6% | $2,420+189.3% | $4,660+50.2% |
| Participant deferral / active EE | $6,547 | $4,912+33.3% | $4,411+48.4% | $6,688-2.1% |
| Admin fee / account holder | $1,288 | $10,250-87.4% | $8,285-84.5% | $13,397-90.4% |