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 | $168,216 | $105,859+58.9% | $90,160+86.6% | $147,584+14.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.84% | 37.63%-24.8pp | 34.88%-22.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,044 | $4,126+22.3% | $3,318+52.0% | $4,876+3.4% |
| Participant deferral / active EE | $11,095 | $5,733+93.5% | $5,288+109.8% | $5,439+104.0% |
| Admin fee / account holder | $1,368 | $8,046-83.0% | $5,943-77.0% | $10,885-87.4% |