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 | $171,083 | $85,202+100.8% | $172,739-1.0% | $72,985+134.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.10% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $7,918 | $3,324+138.2% | $5,143+54.0% | $2,440+224.5% |
| Participant deferral / active EE | $4,883 | $3,260+49.8% | $5,198-6.1% | $3,607+35.4% |
| Admin fee / account holder | $77,580 | $5,884+1218.5% | $13,954+456.0% | $5,124+1414.0% |