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 | $164,581 | $118,450+38.9% | $98,439+67.2% | $139,434+18.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 18.94%-6.9pp | 21.16%-9.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,200 | $3,609-11.4% | $3,048+5.0% | $4,751-32.7% |
| Participant deferral / active EE | $20,891 | $5,392+287.4% | $4,738+340.9% | $6,710+211.3% |
| Admin fee / account holder | $218,577 | $14,026+1458.4% | $8,948+2342.9% | $11,403+1816.9% |