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 | $162,657 | $115,770+40.5% | $101,248+60.7% | $158,922+2.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.40% | 56.14%-47.7pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,882 | $4,175-31.0% | $3,660-21.3% | $4,761-39.5% |
| Participant deferral / active EE | $12,539 | $4,957+152.9% | $4,370+186.9% | $5,982+109.6% |
| Admin fee / account holder | $344,471 | $7,245+4654.6% | $5,945+5693.8% | $11,246+2963.1% |