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 | $183,487 | $162,781+12.7% | $133,956+37.0% | $158,922+15.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,843 | $4,975-63.0% | $3,919-53.0% | $4,761-61.3% |
| Participant deferral / active EE | $5,849 | $5,911-1.0% | $5,048+15.9% | $5,982-2.2% |
| Admin fee / account holder | $59,526 | $11,736+407.2% | $8,927+566.8% | $11,246+429.3% |