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 | $174,883 | $118,849+47.1% | $96,562+81.1% | $167,490+4.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.71% | 50.49%-36.8pp | 37.78%-24.1pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,717 | $3,120-12.9% | $2,356+15.3% | $4,837-43.8% |
| Participant deferral / active EE | $6,963 | $4,616+50.9% | $3,849+80.9% | $6,341+9.8% |
| Admin fee / account holder | $59,339 | $8,065+635.8% | $6,181+860.1% | $12,309+382.1% |