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 | $171,478 | $63,346+170.7% | $92,233+85.9% | $70,131+144.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.15% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,633 | $2,471-33.9% | $3,679-55.6% | $2,342-30.3% |
| Participant deferral / active EE | $5,441 | $2,854+90.6% | $3,897+39.6% | $3,332+63.3% |
| Admin fee / account holder | $356 | $3,840-90.7% | $5,194-93.1% | $4,645-92.3% |