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 | $191,175 | $80,717+136.8% | $154,803+23.5% | $84,808+125.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.66% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,118 | $2,761-23.3% | $4,305-50.8% | $2,631-19.5% |
| Participant deferral / active EE | $7,536 | $3,303+128.1% | $5,540+36.0% | $4,212+78.9% |
| Admin fee / account holder | $40,258 | $6,746+496.8% | $14,329+180.9% | $7,344+448.2% |