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 | $174,794 | $115,770+51.0% | $101,248+72.6% | $158,922+10.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.54% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $17,800 | $4,175+326.4% | $3,660+386.4% | $4,761+273.9% |
| Participant deferral / active EE | $4,483 | $4,957-9.6% | $4,370+2.6% | $5,982-25.1% |
| Admin fee / account holder | $1,235 | $7,245-82.9% | $5,945-79.2% | $11,246-89.0% |