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 | $181,933 | $112,096+62.3% | $95,952+89.6% | $158,922+14.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.83% | 171.09%-148.3pp | 91.61%-68.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $15,653 | $3,198+389.5% | $2,541+516.0% | $4,761+228.8% |
| Participant deferral / active EE | $7,874 | $4,784+64.6% | $4,167+89.0% | $5,982+31.6% |
| Admin fee / account holder | $4,173 | $10,130-58.8% | $6,795-38.6% | $11,246-62.9% |