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 | $162,898 | $104,251+56.3% | $91,001+79.0% | $147,584+10.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,916 | $3,116+25.7% | $2,456+59.5% | $4,876-19.7% |
| Participant deferral / active EE | $14,204 | $4,195+238.6% | $3,547+300.4% | $5,439+161.2% |
| Admin fee / account holder | $702 | $8,948-92.2% | $5,417-87.0% | $10,885-93.5% |