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 | $164,886 | $85,202+93.5% | $172,739-4.5% | $72,985+125.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.85% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $9,529 | $3,324+186.7% | $5,143+85.3% | $2,440+290.6% |
| Participant deferral / active EE | $6,272 | $3,260+92.4% | $5,198+20.7% | $3,607+73.9% |
| Admin fee / account holder | $3,753 | $5,884-36.2% | $13,954-73.1% | $5,124-26.8% |