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 | $177,743 | $106,515+66.9% | $96,683+83.8% | $139,434+27.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.92% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $11,859 | $4,103+189.0% | $3,737+217.4% | $4,751+149.6% |
| Participant deferral / active EE | $5,201 | $5,454-4.6% | $4,878+6.6% | $6,710-22.5% |
| Admin fee / account holder | $5,344 | $7,877-32.2% | $6,730-20.6% | $11,403-53.1% |