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 | $179,911 | $81,248+121.4% | $155,509+15.7% | $80,856+122.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.15% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,416 | $3,100-22.1% | $4,672-48.3% | $2,755-12.3% |
| Participant deferral / active EE | $5,730 | $3,452+66.0% | $5,626+1.9% | $4,296+33.4% |
| Admin fee / account holder | $1,979 | $7,997-75.3% | $15,912-87.6% | $6,918-71.4% |