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 | $185,996 | $112,096+65.9% | $95,952+93.8% | $158,922+17.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.51% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,877 | $3,198-10.0% | $2,541+13.2% | $4,761-39.6% |
| Participant deferral / active EE | $7,079 | $4,784+48.0% | $4,167+69.9% | $5,982+18.3% |
| Admin fee / account holder | $7,715 | $10,130-23.8% | $6,795+13.5% | $11,246-31.4% |