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 | $185,676 | $107,334+73.0% | $92,893+99.9% | $152,861+21.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.15% | 145.58%-125.4pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,241 | $4,221+24.2% | $3,653+43.5% | $4,762+10.0% |
| Participant deferral / active EE | $8,313 | $4,845+71.6% | $4,236+96.2% | $5,850+42.1% |
| Admin fee / account holder | $15,818 | $7,079+123.4% | $5,794+173.0% | $11,596+36.4% |