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 | $159,276 | $118,680+34.2% | $98,907+61.0% | $158,922+0.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.16% | 372.35%-364.2pp | 196.43%-188.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $844 | $3,333-74.7% | $2,689-68.6% | $4,761-82.3% |
| Participant deferral / active EE | $8,599 | $5,088+69.0% | $4,244+102.6% | $5,982+43.7% |
| Admin fee / account holder | $27,470 | $10,131+171.1% | $6,642+313.6% | $11,246+144.3% |