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 | $171,551 | $98,750+73.7% | $149,696+14.6% | $79,858+114.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.33% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,770 | $3,216+17.2% | $4,644-18.8% | $2,471+52.6% |
| Participant deferral / active EE | $9,795 | $5,680+72.4% | $6,842+43.2% | $3,740+161.9% |
| Admin fee / account holder | $310 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |