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 | $157,346 | $110,809+42.0% | $86,874+81.1% | $167,490-6.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.11% | 116.98%-101.9pp | 63.52%-48.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,096 | $3,244+87.9% | $2,495+144.3% | $4,837+26.0% |
| Participant deferral / active EE | $11,593 | $4,546+155.0% | $3,699+213.4% | $6,341+82.8% |
| Admin fee / account holder | $45,292 | $8,415+438.2% | $5,828+677.1% | $12,309+268.0% |