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 | $190,965 | $100,041+90.9% | $149,718+27.5% | $70,131+172.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.00% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,026 | $3,662-17.4% | $5,445-44.4% | $2,342+29.2% |
| Participant deferral / active EE | $4,129 | $4,983-17.1% | $6,569-37.1% | $3,332+23.9% |
| Admin fee / account holder | $2,575 | $8,286-68.9% | $11,283-77.2% | $4,645-44.6% |