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 | $171,687 | $115,882+48.2% | $100,516+70.8% | $158,922+8.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.78% | 34.79%-21.0pp | 30.89%-17.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,474 | $4,103-39.7% | $3,418-27.6% | $4,761-48.0% |
| Participant deferral / active EE | $8,180 | $6,674+22.6% | $6,270+30.5% | $5,982+36.7% |
| Admin fee / account holder | $433 | $10,995-96.1% | $8,081-94.6% | $11,246-96.1% |