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 | $174,360 | $98,750+76.6% | $149,696+16.5% | $79,858+118.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.82% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,580 | $3,216-19.8% | $4,644-44.5% | $2,471+4.4% |
| Participant deferral / active EE | $8,720 | $5,680+53.5% | $6,842+27.4% | $3,740+133.1% |
| Admin fee / account holder | $3,813 | $6,053-37.0% | $9,309-59.0% | $5,306-28.1% |