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 | $182,689 | $106,890+70.9% | $84,015+117.4% | $152,861+19.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.67% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $23,501 | $2,734+759.5% | $1,983+1084.9% | $4,762+393.5% |
| Participant deferral / active EE | $12,050 | $4,011+200.4% | $3,239+272.1% | $5,850+106.0% |
| Admin fee / account holder | $2,629 | $8,285-68.3% | $6,101-56.9% | $11,596-77.3% |