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 | $173,787 | $112,096+55.0% | $95,952+81.1% | $158,922+9.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.89% | 171.09%-150.2pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $8,672 | $3,198+171.2% | $2,541+241.3% | $4,761+82.1% |
| Participant deferral / active EE | $10,843 | $4,784+126.6% | $4,167+160.2% | $5,982+81.3% |
| Admin fee / account holder | $551 | $10,130-94.6% | $6,795-91.9% | $11,246-95.1% |