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 | $181,377 | $115,770+56.7% | $101,248+79.1% | $158,922+14.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 39.68% | 56.14%-16.5pp | 46.47%-6.8pp | 302.83%-263.1pp |
| Employer contribution / active EE | $1,671 | $4,175-60.0% | $3,660-54.3% | $4,761-64.9% |
| Participant deferral / active EE | $5,933 | $4,957+19.7% | $4,370+35.8% | $5,982-0.8% |
| Admin fee / account holder | $2,976 | $7,245-58.9% | $5,945-49.9% | $11,246-73.5% |