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 | $151,680 | $61,774+145.5% | $97,226+56.0% | $80,856+87.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.13% | -557.90%+573.0pp | 75.13%-60.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $590 | $1,837-67.9% | $2,729-78.4% | $2,755-78.6% |
| Participant deferral / active EE | $5,899 | $3,029+94.8% | $4,264+38.4% | $4,296+37.3% |
| Admin fee / account holder | $1,572 | $5,166-69.6% | $5,654-72.2% | $6,918-77.3% |