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 | $175,830 | $115,770+51.9% | $101,248+73.7% | $158,922+10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.81% | 56.14%-45.3pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,470 | $4,175-16.9% | $3,660-5.2% | $4,761-27.1% |
| Participant deferral / active EE | $8,647 | $4,957+74.4% | $4,370+97.9% | $5,982+44.5% |
| Admin fee / account holder | $29,954 | $7,245+313.4% | $5,945+403.8% | $11,246+166.4% |