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 | $186,195 | $117,841+58.0% | $102,423+81.8% | $145,922+27.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.66% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,333 | $3,615+19.9% | $3,023+43.3% | $4,660-7.0% |
| Participant deferral / active EE | $13,894 | $5,731+142.4% | $5,053+175.0% | $6,688+107.8% |
| Admin fee / account holder | $4,989 | $13,326-62.6% | $9,451-47.2% | $13,397-62.8% |