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 | $188,846 | $152,587+23.8% | $125,175+50.9% | $152,861+23.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.17% | 54.84%-44.7pp | 43.79%-33.6pp | 345.32%-335.2pp |
| Employer contribution / active EE | $15,415 | $4,946+211.7% | $3,865+298.8% | $4,762+223.7% |
| Participant deferral / active EE | $7,706 | $5,868+31.3% | $4,937+56.1% | $5,850+31.7% |
| Admin fee / account holder | $3,396 | $13,434-74.7% | $9,702-65.0% | $11,596-70.7% |