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 | $180,336 | $99,652+81.0% | $78,778+128.9% | $147,584+22.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.26% | 47.28%-32.0pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,358 | $2,796+55.9% | $1,986+119.5% | $4,876-10.6% |
| Participant deferral / active EE | $3,404 | $3,664-7.1% | $2,958+15.1% | $5,439-37.4% |
| Admin fee / account holder | $4,411 | $7,155-38.4% | $5,134-14.1% | $10,885-59.5% |