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 | $165,624 | $63,346+161.5% | $92,233+79.6% | $70,131+136.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.92% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $4,389 | $2,471+77.6% | $3,679+19.3% | $2,342+87.4% |
| Participant deferral / active EE | $8,044 | $2,854+181.9% | $3,897+106.4% | $3,332+141.4% |
| Admin fee / account holder | $1,427 | $3,840-62.8% | $5,194-72.5% | $4,645-69.3% |