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 | $174,760 | $99,652+75.4% | $78,778+121.8% | $147,584+18.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.01% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $6,552 | $2,796+134.4% | $1,986+230.0% | $4,876+34.4% |
| Participant deferral / active EE | $852 | $3,664-76.8% | $2,958-71.2% | $5,439-84.3% |
| Admin fee / account holder | $8,876 | $7,155+24.0% | $5,134+72.9% | $10,885-18.5% |