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 | $188,901 | $73,933+155.5% | $96,683+95.4% | $75,163+151.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.01% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $6,469 | $2,928+121.0% | $3,737+73.1% | $2,670+142.3% |
| Participant deferral / active EE | $5,712 | $3,659+56.1% | $4,878+17.1% | $4,125+38.5% |
| Admin fee / account holder | $1,088 | $5,216-79.1% | $6,730-83.8% | $5,651-80.7% |