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 | $177,965 | $142,405+25.0% | $115,157+54.5% | $152,861+16.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.72% | 41.48%-29.8pp | 35.60%-23.9pp | 345.32%-333.6pp |
| Employer contribution / active EE | $4,769 | $4,010+18.9% | $3,179+50.0% | $4,762+0.1% |
| Participant deferral / active EE | $6,359 | $5,164+23.1% | $4,168+52.5% | $5,850+8.7% |
| Admin fee / account holder | $47,846 | $8,462+465.4% | $7,088+575.0% | $11,596+312.6% |