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 | $165,870 | $118,680+39.8% | $98,907+67.7% | $158,922+4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.77% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,257 | $3,333-62.3% | $2,689-53.3% | $4,761-73.6% |
| Participant deferral / active EE | $7,790 | $5,088+53.1% | $4,244+83.5% | $5,982+30.2% |
| Admin fee / account holder | $6,450 | $10,131-36.3% | $6,642-2.9% | $11,246-42.6% |