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 | $176,091 | $125,758+40.0% | $169,993+3.6% | $75,163+134.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.04% | 27.20%-12.2pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $7,124 | $4,615+54.4% | $6,785+5.0% | $2,670+166.8% |
| Participant deferral / active EE | $6,365 | $6,837-6.9% | $10,408-38.8% | $4,125+54.3% |
| Admin fee / account holder | $2,404 | $8,173-70.6% | $12,815-81.2% | $5,651-57.5% |