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 | $173,407 | $100,852+71.9% | $90,404+91.8% | $158,922+9.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.64% | 1724.20%-1714.6pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,715 | $3,689-26.4% | $3,262-16.8% | $4,761-43.0% |
| Participant deferral / active EE | $3,405 | $4,348-21.7% | $3,963-14.1% | $5,982-43.1% |
| Admin fee / account holder | $2,426 | $6,501-62.7% | $5,611-56.8% | $11,246-78.4% |