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 | $185,691 | $115,770+60.4% | $101,248+83.4% | $158,922+16.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.61% | 56.14%-47.5pp | 46.47%-37.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,289 | $4,175-45.2% | $3,660-37.4% | $4,761-51.9% |
| Participant deferral / active EE | $6,804 | $4,957+37.3% | $4,370+55.7% | $5,982+13.7% |
| Admin fee / account holder | $27,234 | $7,245+275.9% | $5,945+358.1% | $11,246+142.2% |