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 | $199,000 | $95,416+108.6% | $185,823+7.1% | $85,850+131.8% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 12.05% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,211 | $3,314+27.1% | $5,167-18.5% | $2,565+64.2% |
| Participant deferral / active EE | $6,606 | $3,423+93.0% | $5,568+18.6% | $3,952+67.2% |
| Admin fee / account holder | $4,302 | $7,213-40.3% | $16,237-73.5% | $6,260-31.3% |