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 | $183,062 | $101,069+81.1% | $81,478+124.7% | $147,584+24.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.63% | 32.40%-19.8pp | 38.78%-26.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $4,688 | $3,205+46.3% | $2,568+82.6% | $4,876-3.9% |
| Participant deferral / active EE | $7,626 | $4,242+79.8% | $3,537+115.6% | $5,439+40.2% |
| Admin fee / account holder | $1,169 | $5,812-79.9% | $4,561-74.4% | $10,885-89.3% |