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 | $148,301 | $112,881+31.4% | $90,951+63.1% | $158,922-6.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.38% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $4,578 | $2,893+58.2% | $2,122+115.8% | $4,761-3.8% |
| Participant deferral / active EE | $5,089 | $4,128+23.3% | $3,373+50.9% | $5,982-14.9% |
| Admin fee / account holder | $3,133 | $8,041-61.0% | $5,959-47.4% | $11,246-72.1% |