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 | $171,818 | $85,202+101.7% | $172,739-0.5% | $72,985+135.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 27.32%-10.1pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,288 | $3,324+89.2% | $5,143+22.3% | $2,440+157.7% |
| Participant deferral / active EE | $5,405 | $3,260+65.8% | $5,198+4.0% | $3,607+49.8% |
| Admin fee / account holder | $81,675 | $5,884+1288.1% | $13,954+485.3% | $5,124+1493.9% |