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 | $181,026 | $107,334+68.7% | $92,893+94.9% | $152,861+18.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.27% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,748 | $4,221-34.9% | $3,653-24.8% | $4,762-42.3% |
| Participant deferral / active EE | $11,747 | $4,845+142.5% | $4,236+177.3% | $5,850+100.8% |
| Admin fee / account holder | $1,696 | $7,079-76.1% | $5,794-70.7% | $11,596-85.4% |