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 | $170,569 | $93,346+82.7% | $71,796+137.6% | $273,961-37.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.69% | 130.39%-119.7pp | 78.04%-67.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $21,138 | $2,733+673.4% | $1,924+998.4% | $4,869+334.2% |
| Participant deferral / active EE | $5,529 | $3,475+59.1% | $2,794+97.9% | $5,287+4.6% |
| Admin fee / account holder | $472 | $6,571-92.8% | $4,815-90.2% | $10,132-95.3% |