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 | $169,796 | $111,754+51.9% | $103,333+64.3% | $145,922+16.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,921 | $4,212+40.6% | $3,868+53.1% | $4,660+27.1% |
| Participant deferral / active EE | $4,089 | $5,619-27.2% | $5,057-19.2% | $6,688-38.9% |
| Admin fee / account holder | $121,373 | $9,750+1144.8% | $8,355+1352.8% | $13,397+806.0% |