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 | $169,129 | $103,376+63.6% | $87,100+94.2% | $152,861+10.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.64% | 28.10%-4.5pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,204 | $3,220+30.6% | $2,521+66.8% | $4,762-11.7% |
| Participant deferral / active EE | $6,792 | $4,778+42.2% | $4,049+67.8% | $5,850+16.1% |
| Admin fee / account holder | $944 | $12,205-92.3% | $7,497-87.4% | $11,596-91.9% |