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 | $167,031 | $107,334+55.6% | $92,893+79.8% | $152,861+9.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.56% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,584 | $4,221-15.1% | $3,653-1.9% | $4,762-24.7% |
| Participant deferral / active EE | $8,449 | $4,845+74.4% | $4,236+99.5% | $5,850+44.4% |
| Admin fee / account holder | $1,104 | $7,079-84.4% | $5,794-81.0% | $11,596-90.5% |