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 | $172,260 | $118,680+45.1% | $98,907+74.2% | $158,922+8.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.92% | 372.35%-356.4pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,495 | $3,333-25.1% | $2,689-7.2% | $4,761-47.6% |
| Participant deferral / active EE | $9,524 | $5,088+87.2% | $4,244+124.4% | $5,982+59.2% |
| Admin fee / account holder | $2,358 | $10,131-76.7% | $6,642-64.5% | $11,246-79.0% |