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 | $179,506 | $123,909+44.9% | $69,647+157.7% | $145,922+23.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 190.55%-174.9pp | 100.48%-84.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,048 | $2,682+88.2% | $1,712+194.8% | $4,660+8.3% |
| Participant deferral / active EE | $5,225 | $4,236+23.4% | $2,886+81.1% | $6,688-21.9% |
| Admin fee / account holder | $49,901 | $7,863+534.7% | $4,713+958.8% | $13,397+272.5% |