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 | $173,597 | $86,286+101.2% | $111,297+56.0% | $85,850+102.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.76% | 19.99%+1.8pp | 54.65%-32.9pp | 318.53%-296.8pp |
| Employer contribution / active EE | $3,446 | $2,043+68.7% | $2,731+26.2% | $2,565+34.4% |
| Participant deferral / active EE | $1,926 | $3,641-47.1% | $4,487-57.1% | $3,952-51.3% |
| Admin fee / account holder | $7,894 | $8,188-3.6% | $7,964-0.9% | $6,260+26.1% |