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 9-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 | $187,126 | $105,998+76.5% | $92,233+102.9% | $147,584+26.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.70% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,326 | $4,333-0.2% | $3,679+17.6% | $4,876-11.3% |
| Participant deferral / active EE | $11,340 | $4,478+153.2% | $3,897+191.0% | $5,439+108.5% |
| Admin fee / account holder | $2,127 | $6,332-66.4% | $5,194-59.0% | $10,885-80.5% |