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 | $164,477 | $98,750+66.6% | $149,696+9.9% | $79,858+106.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.56% | 27.43%-5.9pp | 276.60%-255.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,047 | $3,216-5.3% | $4,644-34.4% | $2,471+23.3% |
| Participant deferral / active EE | $8,058 | $5,680+41.9% | $6,842+17.8% | $3,740+115.4% |
| Admin fee / account holder | $1,879 | $6,053-69.0% | $9,309-79.8% | $5,306-64.6% |