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 | $164,479 | $102,966+59.7% | $90,281+82.2% | $152,861+7.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.85% | 95.16%-73.3pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,040 | $3,139-3.1% | $2,854+6.5% | $4,762-36.2% |
| Participant deferral / active EE | $11,039 | $4,281+157.8% | $3,885+184.1% | $5,850+88.7% |
| Admin fee / account holder | $21,686 | $6,171+251.4% | $5,351+305.2% | $11,596+87.0% |