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 | $170,949 | $152,587+12.0% | $125,175+36.6% | $152,861+11.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.65% | 54.84%-33.2pp | 43.79%-22.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $11,622 | $4,946+135.0% | $3,865+200.7% | $4,762+144.0% |
| Participant deferral / active EE | $8,048 | $5,868+37.2% | $4,937+63.0% | $5,850+37.6% |
| Admin fee / account holder | $564 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |