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 | $174,198 | $102,317+70.3% | $146,958+18.5% | $80,856+115.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.76% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,196 | $3,713-40.9% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $14,389 | $6,644+116.6% | $8,070+78.3% | $4,296+235.0% |
| Admin fee / account holder | $8,497 | $7,941+7.0% | $12,998-34.6% | $6,918+22.8% |