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 | $181,617 | $99,918+81.8% | $81,382+123.2% | $145,922+24.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.72% | 34.32%-25.6pp | 24.73%-16.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $8,627 | $2,978+189.7% | $2,463+250.3% | $4,660+85.2% |
| Participant deferral / active EE | $5,878 | $4,605+27.6% | $3,883+51.4% | $6,688-12.1% |
| Admin fee / account holder | $47,065 | $8,212+473.1% | $5,768+715.9% | $13,397+251.3% |