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 | $159,001 | $100,773+57.8% | $88,946+78.8% | $142,382+11.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.36% | 70.18%-58.8pp | 57.82%-46.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,935 | $2,918+69.1% | $2,555+93.1% | $4,299+14.8% |
| Participant deferral / active EE | $10,105 | $5,230+93.2% | $4,581+120.6% | $6,507+55.3% |
| Admin fee / account holder | $18,824 | $9,693+94.2% | $8,261+127.9% | $12,624+49.1% |