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 | $188,262 | $126,574+48.7% | $106,213+77.2% | $145,922+29.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.28% | 224.79%-212.5pp | 116.14%-103.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,327 | $3,730-10.8% | $3,171+4.9% | $4,660-28.6% |
| Participant deferral / active EE | $18,531 | $5,724+223.8% | $5,016+269.4% | $6,688+177.1% |
| Admin fee / account holder | $2,400 | $17,304-86.1% | $11,033-78.2% | $13,397-82.1% |