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 | $179,826 | $85,202+111.1% | $172,739+4.1% | $72,985+146.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.06% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,279 | $3,324-31.4% | $5,143-55.7% | $2,440-6.6% |
| Participant deferral / active EE | $4,634 | $3,260+42.1% | $5,198-10.8% | $3,607+28.5% |
| Admin fee / account holder | $846 | $5,884-85.6% | $13,954-93.9% | $5,124-83.5% |