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 | $163,740 | $117,983+38.8% | $101,794+60.9% | $142,382+15.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.50% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,878 | $2,773-32.3% | $2,289-18.0% | $4,299-56.3% |
| Participant deferral / active EE | $1,710 | $4,714-63.7% | $4,084-58.1% | $6,507-73.7% |
| Admin fee / account holder | $37,697 | $10,433+261.3% | $8,777+329.5% | $12,624+198.6% |