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 | $181,922 | $121,625+49.6% | $104,607+73.9% | $158,922+14.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.80% | 465.26%-456.5pp | 340.46%-331.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,489 | $3,163-52.9% | $2,681-44.4% | $4,761-68.7% |
| Participant deferral / active EE | $6,904 | $4,177+65.3% | $3,740+84.6% | $5,982+15.4% |
| Admin fee / account holder | $960 | $7,787-87.7% | $6,473-85.2% | $11,246-91.5% |