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 | $162,084 | $112,881+43.6% | $90,951+78.2% | $158,922+2.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.72% | 215.79%-208.1pp | 134.60%-126.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $12,298 | $2,893+325.1% | $2,122+479.6% | $4,761+158.3% |
| Participant deferral / active EE | $7,309 | $4,128+77.1% | $3,373+116.7% | $5,982+22.2% |
| Admin fee / account holder | $5,926 | $8,041-26.3% | $5,959-0.5% | $11,246-47.3% |