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 | $184,509 | $102,616+79.8% | $81,983+125.1% | $158,922+16.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.41% | 61.04%-51.6pp | 41.31%-31.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $11,444 | $3,240+253.2% | $2,498+358.1% | $4,761+140.4% |
| Participant deferral / active EE | $17,404 | $4,648+274.4% | $3,722+367.6% | $5,982+190.9% |
| Admin fee / account holder | $53,815 | $8,235+553.5% | $5,664+850.2% | $11,246+378.5% |