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 | $173,452 | $102,317+69.5% | $146,958+18.0% | $80,856+114.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.03% | 134.76%-110.7pp | 418.34%-394.3pp | 35.59%-11.6pp |
| Employer contribution / active EE | $3,522 | $3,713-5.2% | $4,933-28.6% | $2,755+27.8% |
| Participant deferral / active EE | $8,837 | $6,644+33.0% | $8,070+9.5% | $4,296+105.7% |
| Admin fee / account holder | $9,189 | $7,941+15.7% | $12,998-29.3% | $6,918+32.8% |