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 | $185,666 | $85,202+117.9% | $172,739+7.5% | $72,985+154.4% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,684 | $3,324-19.3% | $5,143-47.8% | $2,440+10.0% |
| Participant deferral / active EE | $6,325 | $3,260+94.0% | $5,198+21.7% | $3,607+75.3% |
| Admin fee / account holder | $15,237 | $5,884+159.0% | $13,954+9.2% | $5,124+197.3% |