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 | $169,387 | $84,233+101.1% | $170,442-0.6% | $70,131+141.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.02% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $5,301 | $3,387+56.5% | $5,433-2.4% | $2,342+126.3% |
| Participant deferral / active EE | $4,761 | $3,086+54.3% | $4,939-3.6% | $3,332+42.9% |
| Admin fee / account holder | $1,313 | $5,698-77.0% | $13,880-90.5% | $4,645-71.7% |