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 | $174,188 | $107,934+61.4% | $91,989+89.4% | $152,861+14.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 34.43% | 89.24%-54.8pp | 69.02%-34.6pp | 345.32%-310.9pp |
| Employer contribution / active EE | $1,877 | $4,210-55.4% | $3,452-45.6% | $4,762-60.6% |
| Participant deferral / active EE | $12,293 | $6,364+93.2% | $5,923+107.6% | $5,850+110.1% |
| Admin fee / account holder | $3,620 | $10,520-65.6% | $7,743-53.3% | $11,596-68.8% |