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 | $170,954 | $152,587+12.0% | $125,175+36.6% | $152,861+11.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.06% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,739 | $4,946+16.0% | $3,865+48.5% | $4,762+20.5% |
| Participant deferral / active EE | $4,500 | $5,868-23.3% | $4,937-8.8% | $5,850-23.1% |
| Admin fee / account holder | $887 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |