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 | $171,886 | $95,266+80.4% | $82,389+108.6% | $142,382+20.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.50% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $11,171 | $2,991+273.5% | $2,517+343.8% | $4,299+159.8% |
| Participant deferral / active EE | $7,148 | $4,809+48.6% | $4,155+72.1% | $6,507+9.8% |
| Admin fee / account holder | $36,757 | $8,563+329.2% | $7,231+408.3% | $12,624+191.2% |