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 | $175,677 | $76,000+131.2% | $154,107+14.0% | $64,186+173.7% |
| Participation rate | 77.5% | 70.4%+7.1pp | 83.0%-5.5pp | 69.6%+7.9pp |
| Annual return | 4.18% | 30.32%-26.1pp | 735.12%-730.9pp | 7.63%-3.5pp |
| Employer contribution / active EE | $6,240 | $3,351+86.2% | $5,298+17.8% | $2,381+162.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34,381 | $5,596+514.4% | $13,411+156.4% | $4,888+603.4% |