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 | $162,579 | $115,770+40.4% | $101,248+60.6% | $158,922+2.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.05% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,013 | $4,175-51.8% | $3,660-45.0% | $4,761-57.7% |
| Participant deferral / active EE | $6,322 | $4,957+27.5% | $4,370+44.7% | $5,982+5.7% |
| Admin fee / account holder | $510 | $7,245-93.0% | $5,945-91.4% | $11,246-95.5% |