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 | $168,450 | $85,766+96.4% | $136,294+23.6% | $70,131+140.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.52% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,048 | $2,966+2.8% | $4,695-35.1% | $2,342+30.1% |
| Participant deferral / active EE | $10,650 | $5,051+110.8% | $6,247+70.5% | $3,332+219.7% |
| Admin fee / account holder | $33,420 | $5,420+516.5% | $9,243+261.6% | $4,645+619.4% |