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 | $182,869 | $117,381+55.8% | $99,443+83.9% | $152,861+19.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.13% | 31.87%-12.7pp | 30.72%-11.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $21,761 | $3,013+622.3% | $2,540+756.8% | $4,762+356.9% |
| Participant deferral / active EE | $15,075 | $4,086+268.9% | $3,619+316.6% | $5,850+157.7% |
| Admin fee / account holder | $4,323 | $7,631-43.4% | $6,250-30.8% | $11,596-62.7% |