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 | $173,601 | $95,416+81.9% | $185,823-6.6% | $85,850+102.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.72% | 23.59%-10.9pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $7,287 | $3,314+119.9% | $5,167+41.0% | $2,565+184.1% |
| Participant deferral / active EE | $4,962 | $3,423+44.9% | $5,568-10.9% | $3,952+25.6% |
| Admin fee / account holder | $2,093 | $7,213-71.0% | $16,237-87.1% | $6,260-66.6% |