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 | $171,612 | $99,918+71.8% | $81,382+110.9% | $145,922+17.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.73% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,745 | $2,978+25.8% | $2,463+52.1% | $4,660-19.6% |
| Participant deferral / active EE | $7,617 | $4,605+65.4% | $3,883+96.2% | $6,688+13.9% |
| Admin fee / account holder | $14,453 | $8,212+76.0% | $5,768+150.6% | $13,397+7.9% |