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 | $189,981 | $117,841+61.2% | $102,423+85.5% | $145,922+30.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 31.65%-19.3pp | 29.32%-17.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $9,894 | $3,615+173.7% | $3,023+227.2% | $4,660+112.3% |
| Participant deferral / active EE | $4,128 | $5,731-28.0% | $5,053-18.3% | $6,688-38.3% |
| Admin fee / account holder | $4,785 | $13,326-64.1% | $9,451-49.4% | $13,397-64.3% |