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 | $164,837 | $96,635+70.6% | $86,612+90.3% | $139,434+18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.24% | 106.41%-82.2pp | 591.07%-566.8pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,665 | $3,263+12.3% | $3,022+21.2% | $4,751-22.9% |
| Participant deferral / active EE | $7,690 | $4,836+59.0% | $4,438+73.3% | $6,710+14.6% |
| Admin fee / account holder | $2,185 | $6,408-65.9% | $5,614-61.1% | $11,403-80.8% |