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 | $187,639 | $114,381+64.0% | $107,525+74.5% | $142,382+31.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.94% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,397 | $4,015+34.4% | $3,754+43.8% | $4,299+25.5% |
| Participant deferral / active EE | $4,222 | $5,564-24.1% | $5,116-17.5% | $6,507-35.1% |
| Admin fee / account holder | $40,407 | $9,860+309.8% | $8,919+353.1% | $12,624+220.1% |