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 | $167,688 | $115,770+44.8% | $101,248+65.6% | $158,922+5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.94% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,526 | $4,175-39.5% | $3,660-31.0% | $4,761-47.0% |
| Participant deferral / active EE | $5,472 | $4,957+10.4% | $4,370+25.2% | $5,982-8.5% |
| Admin fee / account holder | $1,254 | $7,245-82.7% | $5,945-78.9% | $11,246-88.9% |