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 | $166,162 | $57,541+188.8% | $95,745+73.5% | $75,163+121.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.94% | 34.93%-19.0pp | 28.35%-12.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $12,172 | $1,808+573.3% | $2,835+329.4% | $2,670+355.9% |
| Participant deferral / active EE | $6,409 | $3,074+108.5% | $4,245+51.0% | $4,125+55.4% |
| Admin fee / account holder | $1,217 | $4,099-70.3% | $5,678-78.6% | $5,651-78.5% |