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 | $175,136 | $115,708+51.4% | $65,255+168.4% | $139,434+25.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 31.19%-15.2pp | 47.35%-31.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $6,347 | $2,599+144.2% | $1,691+275.3% | $4,751+33.6% |
| Participant deferral / active EE | $8,039 | $4,240+89.6% | $2,831+184.0% | $6,710+19.8% |
| Admin fee / account holder | $26,097 | $6,698+289.6% | $4,112+534.7% | $11,403+128.9% |