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 | $175,671 | $94,752+85.4% | $112,887+55.6% | $139,434+26.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 40.88%-27.3pp | 34.10%-20.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $9,040 | $4,625+95.5% | $4,563+98.1% | $4,751+90.3% |
| Participant deferral / active EE | $10,729 | $6,512+64.8% | $6,513+64.7% | $6,710+59.9% |
| Admin fee / account holder | $75,689 | $8,527+787.6% | $7,047+974.0% | $11,403+563.8% |